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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
Q2 		$6.12M Buy
21,154
+1,619
+8% +$463K 1.5% 17
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 $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

Rooted Wealth Advisors's AAPL Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Apple (AAPL) stake by 8.3% in Q2 2026, buying an estimated $463K and bringing the position to 21,154 shares worth $6.12M. The position accounts for 1.5% of the portfolio, ranked #17.

Rooted Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Rooted Wealth Advisors held 21,154 shares of Apple worth $6.12M as of Q2 2026.
  • Rooted Wealth Advisors bought 1,619 Apple shares in Q2 2026, an estimated $463K.
  • Apple made up 1.5% of Rooted Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Rooted Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.