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Redwood Wealth Management Group’s Apple AAPL Stock Holding History

Redwood Wealth Management Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,732
Closed -$3.99M – 1
2026
Q1 		$3.99M Buy
15,732
+263
+2% +$68.4K 1.72% 12
2025
Q4 		$4.21M Sell
15,469
-385
-2% -$103K 1.76% 12
2025
Q3 		$4.04M Sell
15,854
-502
-3% -$113K 1.71% 13
2025
Q2 		$3.36M Sell
16,356
-990
-6% -$200K 1.51% 14
2025
Q1 		$3.85M Sell
17,346
-656
-4% -$152K 1.96% 6
2024
Q4 		$4.5M Sell
18,002
-198
-1% -$46.7K 2.2% 5
2024
Q3 		$4.24M Sell
18,200
-550
-3% -$123K 2.1% 6
2024
Q2 		$3.95M Sell
18,750
-160
-0.8% -$29.8K 2.97% 3
2024
Q1 		$3.24M Sell
18,910
-1,607
-8% -$292K 3.44% 3
2023
Q4 		$3.95M Buy
20,517
+134
+0.7% +$24.7K 4.38% 2
2023
Q3 		$3.49M Sell
20,383
-104
-0.5% -$19.1K 4.08% 2
2023
Q2 		$3.97M Sell
20,487
-69
-0.3% -$12K 4.41% 1
2023
Q1 		$3.39M Sell
20,556
-457
-2% -$67.4K 3.84% 1
2022
Q4 		$2.73M Buy
+21,013
New +$3M 3.41% 3

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Redwood Wealth Management Group's AAPL Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Apple (AAPL) in Q2 2026, closing a stake of 15,732 shares — an estimated $3.99M sold.

Redwood Wealth Management Group first reported a position in AAPL in Q4 2022 and held it in 14 quarters. The position peaked at $4.5M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 15,732 Apple shares in Q2 2026, an estimated $3.99M.
  • Redwood Wealth Management Group first reported a position in Apple in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Apple position peaked at $4.5M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.