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Revolve Wealth Partners’s Apple AAPL Stock Holding History

Revolve Wealth Partners’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 		$20.7M Buy
71,400
+3,474
+5% +$994K 2.15% 9
2026
Q1 		$17.2M Sell
67,926
-2,947
-4% -$767K 2.24% 13
2025
Q4 		$19.3M Sell
70,873
-3,942
-5% -$1.06M 2.26% 12
2025
Q3 		$19.1M Buy
74,815
+6,734
+10% +$1.52M 2.29% 11
2025
Q2 		$14M Sell
68,081
-4,415
-6% -$892K 1.82% 15
2025
Q1 		$16.1M Buy
72,496
+5,639
+8% +$1.31M 2.33% 13
2024
Q4 		$16.7M Buy
66,857
+2,695
+4% +$635K 2.46% 11
2024
Q3 		$14.9M Buy
64,162
+5,116
+9% +$1.14M 2.28% 13
2024
Q2 		$12.4M Sell
59,046
-2,039
-3% -$380K 2.05% 14
2024
Q1 		$10.5M Sell
61,085
-1,029
-2% -$187K 1.79% 17
2023
Q4 		$12M Sell
62,114
-1,153
-2% -$213K 2.32% 14
2023
Q3 		$10.8M Buy
63,267
+2,307
+4% +$423K 2.51% 12
2023
Q2 		$11.8M Buy
60,960
+1,305
+2% +$227K 2.77% 9
2023
Q1 		$9.84M Sell
59,655
-1,412
-2% -$208K 2.5% 10
2022
Q4 		$7.93M Buy
61,067
+651
+1% +$93K 2.27% 15
2022
Q3 		$8.35M Buy
60,416
+135
+0.2% +$21.2K 2.79% 12
2022
Q2 		$8.24M Sell
60,281
-3,037
-5% -$460K 2.71% 10
2022
Q1 		$11.1M Buy
63,318
+4,969
+9% +$836K 3.19% 10
2021
Q4 		$10.4M Buy
+58,349
New +$9.22M 2.98% 11

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return