Rochester Wealth Strategies’s Apple AAPL Stock Holding History

Rochester Wealth Strategies’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	$351K	Sell	1,213 -472	-28%	-$135K	0.19%	22
2026 Q1	$428K	Buy	1,685 +19	+1%	+$4.95K	0.26%	19
2025 Q4	$453K	Sell	1,666 -43	-3%	-$11.5K	0.28%	20
2025 Q3	$435K	Buy	1,709 +1	+0.1%	+$226	0.28%	17
2025 Q2	$351K	Buy	1,708 +46	+3%	+$9.29K	0.25%	18
2025 Q1	$369K	Buy	+1,662	New	+$385K	0.29%	17

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Rochester Wealth Strategies's AAPL Position: Q2 2026 in Review

Rochester Wealth Strategies reduced its Apple (AAPL) stake by 28% in Q2 2026, selling an estimated $135K and leaving 1,213 shares worth $351K. The position accounts for 0.19% of the portfolio, ranked #22.

Rochester Wealth Strategies first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $453K in Q4 2025. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Rochester Wealth Strategies held 1,213 shares of Apple worth $351K as of Q2 2026.
Rochester Wealth Strategies sold 472 Apple shares in Q2 2026, an estimated $135K.
Apple made up 0.19% of Rochester Wealth Strategies's portfolio in Q2 2026, its #22 holding.
Rochester Wealth Strategies first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
Rochester Wealth Strategies's Apple position peaked at $453K in Q4 2025.
1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.