Realta Investment Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-3,700
Closed -$1.01M 368
2025
Q4
$1.01M Buy
+3,700
New +$993K 0.33% 74
2023
Q3
Sell
-7,000
Closed -$1.36M 779
2023
Q2
$1.36M Buy
+7,000
New +$1.22M 0.3% 77
2023
Q1
Sell
-7,000
Closed -$910K 426
2022
Q4
$910K Buy
+7,000
New +$1M 0.22% 114

Other funds holding AAPL

Realta Investment Advisors's AAPL Position: Q2 2026 in Review

Realta Investment Advisors reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $316K and leaving 79,507 shares worth $23M. The position accounts for 7.15% of the portfolio, ranked #1.

Realta Investment Advisors first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. The position peaked at $34.5M in Q4 2021. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Realta Investment Advisors held 79,507 shares of Apple worth $23M as of Q2 2026.
  • Realta Investment Advisors sold 1,104 Apple shares in Q2 2026, an estimated $316K.
  • Apple made up 7.15% of Realta Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Realta Investment Advisors first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Apple position peaked at $34.5M in Q4 2021.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.