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Regatta Capital Group’s Apple AAPL Stock Holding History

Regatta Capital 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 		$38.3M Buy
132,482
+8,473
+7% +$2.42M 5.16% 4
2026
Q1 		$31.5M Sell
124,009
-15,083
-11% -$3.93M 4.76% 5
2025
Q4 		$37.8M Buy
139,092
+12,993
+10% +$3.49M 5.71% 3
2025
Q3 		$32.1M Buy
126,099
+168
+0.1% +$38K 5.07% 4
2025
Q2 		$25.8M Sell
125,931
-2,802
-2% -$566K 4.44% 4
2025
Q1 		$28.6M Buy
128,733
+8,831
+7% +$2.05M 5.54% 3
2024
Q4 		$30M Sell
119,902
-11,618
-9% -$2.74M 5.82% 3
2024
Q3 		$30.6M Buy
131,520
+2,924
+2% +$653K 5.95% 3
2024
Q2 		$27.1M Buy
128,596
+2,754
+2% +$514K 5.83% 4
2024
Q1 		$21.6M Sell
125,842
-1,899
-1% -$345K 4.86% 4
2023
Q4 		$24.6M Sell
127,741
-959
-0.7% -$177K 6.47% 3
2023
Q3 		$22M Sell
128,700
-1,861
-1% -$341K 6.99% 3
2023
Q2 		$25.3M Sell
130,561
-4,042
-3% -$704K 8.04% 3
2023
Q1 		$17.5M Hold
134,603
– – 6.23% 3
2022
Q4 		$17.5M Sell
134,603
-406
-0.3% -$58K 6.23% 3
2022
Q3 		$18.5M Buy
135,009
+25,355
+23% +$3.98M 7.54% 1
2022
Q2 		$15M Sell
109,654
-25,053
-19% -$3.79M 7.14% 2
2022
Q1 		$23.5M Sell
134,707
-888
-0.7% -$149K 8.12% 1
2021
Q4 		$24.1M Buy
+135,595
New +$21.4M 8.42% 2

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

Regatta Capital Group's AAPL Position: Q2 2026 in Review

Regatta Capital Group increased its Apple (AAPL) stake by 6.8% in Q2 2026, buying an estimated $2.42M and bringing the position to 132,482 shares worth $38.3M. The position accounts for 5.16% of the portfolio, ranked #4.

Regatta Capital Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Regatta Capital Group held 132,482 shares of Apple worth $38.3M as of Q2 2026.
  • Regatta Capital Group bought 8,473 Apple shares in Q2 2026, an estimated $2.42M.
  • Apple made up 5.16% of Regatta Capital Group's portfolio in Q2 2026, its #4 holding.
  • Regatta Capital Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.