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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 2.14% 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 2.42% 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 2.04% 14
2024
Q1 		$10.5M Sell
61,085
-1,029
-2% -$187K 1.78% 17
2023
Q4 		$12M Sell
62,114
-1,153
-2% -$213K 2.31% 14
2023
Q3 		$10.8M Buy
63,267
+2,307
+4% +$423K 2.49% 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

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

Revolve Wealth Partners's AAPL Position: Q2 2026 in Review

Revolve Wealth Partners increased its Apple (AAPL) stake by 5.1% in Q2 2026, buying an estimated $994K and bringing the position to 71,400 shares worth $20.7M. The position accounts for 2.14% of the portfolio, ranked #9.

Revolve Wealth Partners 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.

  • Revolve Wealth Partners held 71,400 shares of Apple worth $20.7M as of Q2 2026.
  • Revolve Wealth Partners bought 3,474 Apple shares in Q2 2026, an estimated $994K.
  • Apple made up 2.14% of Revolve Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • Revolve Wealth Partners 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 Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.