RWA
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Rooted Wealth Advisors’s Apple AAPL Stock Holding History

Rooted Wealth Advisors’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
Q1 		$5.33M Buy
19,535
+3,113
+19% +$810K 1.41% 17
2025
Q4 		$4.54M Buy
16,422
+179
+1% +$48.1K 1.28% 19
2025
Q3 		$4.19M Buy
16,243
+1,083
+7% +$245K 1.28% 19
2025
Q2 		$3.2M Buy
15,160
+1,675
+12% +$338K 1.11% 23
2025
Q1 		$2.54M Sell
13,485
-142
-1% -$32.9K 1.09% 21
2024
Q4 		$3.3M Buy
13,627
+316
+2% +$74.5K 1.29% 20
2024
Q3 		$2.95M Sell
13,311
-391
-3% -$87.3K 1.32% 15
2024
Q2 		$3.07M Buy
13,702
+1,776
+15% +$331K 1.36% 17
2024
Q1 		$2.01M Buy
11,926
+267
+2% +$48.5K 0.99% 26
2023
Q4 		$2.21M Buy
11,659
+704
+6% +$130K 1.15% 25
2023
Q3 		$2.08M Sell
10,955
-3,642
-25% -$668K 1.28% 22
2023
Q2 		$2.79M Sell
14,597
-385
-3% -$67.1K 1.88% 17
2023
Q1 		$2.48M Sell
14,982
-2,360
-14% -$348K 1.84% 12
2022
Q4 		$2.25M Buy
+17,342
New +$2.48M 1.89% 12

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return