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Regent Peak Wealth Advisors’s Apple AAPL Stock Holding History

Regent Peak Wealth Advisors’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 		$31.3M Buy
108,166
+308
+0.3% +$88.1K 5.79% 2
2026
Q1 		$27.4M Sell
107,858
-1,582
-1% -$412K 5.58% 3
2025
Q4 		$29.8M Buy
109,440
+175
+0.2% +$47K 5.87% 3
2025
Q3 		$27.8M Buy
+109,265
New +$24.7M 5.57% 3
2025
Q1 		$24.8M Sell
111,467
-391
-0.3% -$90.6K 5.85% 3
2024
Q4 		$28M Buy
111,858
+1,050
+0.9% +$247K 6.29% 3
2024
Q3 		$25.8M Buy
110,808
+1,744
+2% +$389K 5.93% 2
2024
Q2 		$23M Sell
109,064
-1,131
-1% -$211K 5.26% 3
2024
Q1 		$18.9M Sell
110,195
-793
-0.7% -$144K 4.8% 4
2023
Q4 		$21.4M Buy
110,988
+133
+0.1% +$24.6K 5.8% 2
2023
Q3 		$19M Buy
110,855
+548
+0.5% +$100K 5.8% 3
2023
Q2 		$21.4M Sell
110,307
-4,583
-4% -$799K 6.23% 2
2023
Q1 		$18.9M Sell
114,890
-1,111
-1% -$164K 5.86% 3
2022
Q4 		$15.1M Sell
116,001
-335
-0.3% -$47.9K 4.94% 3
2022
Q3 		$16.1M Buy
116,336
+967
+0.8% +$152K 5.66% 3
2022
Q2 		$15.8M Buy
115,369
+100
+0.1% +$15.1K 5.15% 3
2022
Q1 		$20.1M Buy
115,269
+2,381
+2% +$400K 5.77% 3
2021
Q4 		$20M Buy
112,888
+1,214
+1% +$192K 5.45% 3
2021
Q3 		$15.8M Buy
111,674
+178
+0.2% +$26.2K 4.53% 5
2021
Q2 		$16.3M Buy
111,496
+3,904
+4% +$506K 4.55% 4
2021
Q1 		$13.1M Buy
107,592
+1,318
+1% +$169K 4.32% 6
2020
Q4 		$14.1M Buy
106,274
+6,430
+6% +$773K 4.7% 5
2020
Q3 		$11.6M Buy
99,844
+880
+0.9% +$96K 4.92% 5
2020
Q2 		$9.03M Buy
98,964
+4,416
+5% +$342K 4.09% 6
2020
Q1 		$6.01M Buy
94,548
+1,640
+2% +$121K 3.34% 8
2019
Q4 		$6.82M Buy
+92,908
New +$5.98M 3.11% 9

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Regent Peak Wealth Advisors's AAPL Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Apple (AAPL) stake by 0.29% in Q2 2026, buying an estimated $88.1K and bringing the position to 108,166 shares worth $31.3M. The position accounts for 5.79% of the portfolio, ranked #2.

Regent Peak Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Regent Peak Wealth Advisors held 108,166 shares of Apple worth $31.3M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 308 Apple shares in Q2 2026, an estimated $88.1K.
  • Apple made up 5.79% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Regent Peak Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.