Root Financial Partners’s Apple AAPL Stock Holding History

Root Financial 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	$36.5M	Sell	126,099 -7,446	-6%	-$2.13M	1.42%	17
2026 Q1	$33.9M	Buy	133,545 +2,416	+2%	+$629K	1.57%	16
2025 Q4	$35.6M	Buy	131,129 +17,877	+16%	+$4.8M	1.82%	14
2025 Q3	$28.8M	Buy	113,252 +9,288	+9%	+$2.1M	1.78%	16
2025 Q2	$21.3M	Buy	103,964 +2,963	+3%	+$598K	2.06%	13
2025 Q1	$22.4M	Buy	101,001 +25,978	+35%	+$6.02M	2.39%	12
2024 Q4	$18.8M	Buy	75,023 +12,453	+20%	+$2.93M	2.33%	13
2024 Q3	$14.6M	Buy	62,570 +9,059	+17%	+$2.02M	2.33%	12
2024 Q2	$11.3M	Buy	53,511 +15,570	+41%	+$2.9M	2.64%	11
2024 Q1	$6.51M	Buy	37,941 +9,783	+35%	+$1.78M	1.93%	12
2023 Q4	$5.42M	Buy	28,158 +12,936	+85%	+$2.39M	2.04%	13
2023 Q3	$2.61M	Buy	15,222 +446	+3%	+$81.8K	1.38%	13
2023 Q2	$2.87M	Buy	14,776 +657	+5%	+$114K	1.71%	13
2023 Q1	$2.33M	Buy	+14,119	New	+$2.08M	1.66%	14

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's AAPL Position: Q2 2026 in Review

Root Financial Partners reduced its Apple (AAPL) stake by 5.6% in Q2 2026, selling an estimated $2.13M and leaving 126,099 shares worth $36.5M. The position accounts for 1.42% of the portfolio, ranked #17.

Root Financial Partners first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Root Financial Partners held 126,099 shares of Apple worth $36.5M as of Q2 2026.
Root Financial Partners sold 7,446 Apple shares in Q2 2026, an estimated $2.13M.
Apple made up 1.42% of Root Financial Partners's portfolio in Q2 2026, its #17 holding.
Root Financial Partners first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.