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Roxbury Financial’s Apple AAPL Stock Holding History

Roxbury Financial’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 		$3.8M Buy
13,138
+32
+0.2% +$9.15K 3.01% 7
2026
Q1 		$3.33M Sell
13,106
-93
-0.7% -$24.2K 2.99% 6
2025
Q4 		$3.59M Sell
13,199
-582
-4% -$156K 3.22% 5
2025
Q3 		$3.51M Sell
13,781
-202
-1% -$45.6K 3.24% 6
2025
Q2 		$2.87M Sell
13,983
-771
-5% -$156K 2.79% 9
2025
Q1 		$3.57M Sell
14,754
-247
-2% -$57.2K 3.49% 4
2024
Q4 		$3.56M Buy
+15,001
New +$3.54M 3.43% 3

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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

Roxbury Financial's AAPL Position: Q2 2026 in Review

Roxbury Financial increased its Apple (AAPL) stake by 0.24% in Q2 2026, buying an estimated $9.15K and bringing the position to 13,138 shares worth $3.8M. The position accounts for 3.01% of the portfolio, ranked #7.

Roxbury Financial first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Roxbury Financial held 13,138 shares of Apple worth $3.8M as of Q2 2026.
  • Roxbury Financial bought 32 Apple shares in Q2 2026, an estimated $9.15K.
  • Apple made up 3.01% of Roxbury Financial's portfolio in Q2 2026, its #7 holding.
  • Roxbury Financial first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.