Roth Financial Partners’s Apple AAPL Stock Holding History

Roth 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	$3.08M	Hold	10,645	–	–	0.92%	12
2026 Q1	$2.7M	Sell	10,645 -120	-1%	-$31.2K	0.92%	13
2025 Q4	$2.93M	Hold	10,765	–	–	0.97%	12
2025 Q3	$2.74M	Hold	10,765	–	–	0.92%	12
2025 Q2	$2.21M	Hold	10,765	–	–	0.8%	12
2025 Q1	$2.39M	Hold	10,765	–	–	0.94%	12
2024 Q4	$2.7M	Sell	10,765 -800	-7%	-$189K	1.07%	12
2024 Q3	$2.69M	Hold	11,565	–	–	1.08%	12
2024 Q2	$2.44M	Hold	11,565	–	–	1.05%	12
2024 Q1	$1.98M	Hold	11,565	–	–	0.88%	13
2023 Q4	$2.23M	Buy	11,565 +501	+5%	+$92.5K	1.14%	13
2023 Q3	$1.89M	Buy	11,064 +800	+8%	+$147K	1.19%	11
2023 Q2	$1.99M	Hold	10,264	–	–	1.25%	10
2023 Q1	$1.69M	Hold	10,264	–	–	1.13%	10
2022 Q4	$1.33M	Sell	10,264 -76	-0.7%	-$10.9K	0.96%	12
2022 Q3	$1.43M	Hold	10,340	–	–	1.15%	12
2022 Q2	$1.41M	Hold	10,340	–	–	1.13%	13
2022 Q1	$1.8M	Hold	10,340	–	–	1.3%	11
2021 Q4	$1.84M	Hold	10,340	–	–	1.31%	11
2021 Q3	$1.46M	Hold	10,340	–	–	1.14%	11
2021 Q2	$1.42M	Hold	10,340	–	–	1.09%	11
2021 Q1	$1.26M	Hold	10,340	–	–	1.04%	11
2020 Q4	$1.37M	Buy	+10,340	New	+$1.24M	1.36%	10

Other funds holding AAPL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Roth Financial Partners held its Apple (AAPL) position steady in Q2 2026 at 10,645 shares worth $3.08M. The position accounts for 0.92% of the portfolio, ranked #12.

Roth Financial Partners first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,653 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Roth Financial Partners held 10,645 shares of Apple worth $3.08M as of Q2 2026.
Roth Financial Partners left its Apple share count unchanged in Q2 2026.
Apple made up 0.92% of Roth Financial Partners's portfolio in Q2 2026, its #12 holding.
Roth Financial Partners first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
3,653 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.