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Ritter Daniher Financial Advisory’s Apple AAPL Stock Holding History

Ritter Daniher Financial Advisory’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 		$10.3M Sell
35,444
-546
-2% -$156K 1.56% 13
2026
Q1 		$9.13M Sell
35,990
-146
-0.4% -$38K 1.55% 13
2025
Q4 		$9.82M Sell
36,136
-359
-1% -$96.4K 1.65% 13
2025
Q3 		$9.29M Sell
36,495
-800
-2% -$181K 1.64% 14
2025
Q2 		$7.65M Sell
37,295
-839
-2% -$169K 1.88% 14
2025
Q1 		$8.47M Sell
38,134
-137
-0.4% -$31.7K 2.31% 11
2024
Q4 		$9.58M Buy
38,271
+634
+2% +$149K 2.71% 10
2024
Q3 		$8.77M Sell
37,637
-609
-2% -$136K 2.55% 9
2024
Q2 		$8.06M Sell
38,246
-264
-0.7% -$49.2K 2.57% 10
2024
Q1 		$6.6M Sell
38,510
-66
-0.2% -$12K 2.19% 11
2023
Q4 		$7.43M Buy
38,576
+8
+0% +$1.48K 2.75% 9
2023
Q3 		$6.6M Buy
38,568
+255
+0.7% +$46.8K 2.79% 9
2023
Q2 		$7.43M Buy
38,313
+762
+2% +$133K 3.08% 9
2023
Q1 		$6.19M Buy
37,551
+141
+0.4% +$20.8K 2.72% 9
2022
Q4 		$4.86M Buy
37,410
+1,584
+4% +$226K 2.31% 10
2022
Q3 		$4.95M Buy
35,826
+2,810
+9% +$441K 3.55% 9
2022
Q2 		$4.51M Sell
33,016
-1,298
-4% -$197K 3.21% 9
2022
Q1 		$5.99M Sell
34,314
-109
-0.3% -$18.3K 4.13% 8
2021
Q4 		$6.11M Sell
34,423
-1,726
-5% -$273K 4.08% 8
2021
Q3 		$5.12M Buy
36,149
+957
+3% +$141K 3.74% 8
2021
Q2 		$4.82M Sell
35,192
-212
-0.6% -$27.5K 3.59% 8
2021
Q1 		$4.33M Sell
35,404
-202
-0.6% -$25.9K 3.46% 8
2020
Q4 		$4.72M Buy
+35,606
New +$4.28M 4.1% 8

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

Ritter Daniher Financial Advisory's AAPL Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $156K and leaving 35,444 shares worth $10.3M. The position accounts for 1.56% of the portfolio, ranked #13.

Ritter Daniher Financial Advisory first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ritter Daniher Financial Advisory held 35,444 shares of Apple worth $10.3M as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 546 Apple shares in Q2 2026, an estimated $156K.
  • Apple made up 1.56% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #13 holding.
  • Ritter Daniher Financial Advisory first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.