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RTD Financial Advisors’s Apple AAPL Stock Holding History

RTD Financial 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 		$2.13M Sell
7,344
-460
-6% -$132K 0.23% 59
2026
Q1 		$1.98M Buy
7,804
+397
+5% +$103K 0.24% 56
2025
Q4 		$2.01M Sell
7,407
-2,060
-22% -$553K 0.25% 54
2025
Q3 		$2.41M Sell
9,467
-89
-0.9% -$20.1K 0.29% 52
2025
Q2 		$1.96M Sell
9,556
-53
-0.6% -$10.7K 0.25% 53
2025
Q1 		$2.13M Buy
9,609
+583
+6% +$135K 0.29% 49
2024
Q4 		$2.26M Buy
9,026
+1,327
+17% +$313K 0.29% 47
2024
Q3 		$1.79M Buy
7,699
+157
+2% +$35.1K 0.23% 53
2024
Q2 		$1.59M Sell
7,542
-3,649
-33% -$680K 0.21% 53
2024
Q1 		$1.92M Buy
11,191
+1,272
+13% +$231K 0.26% 51
2023
Q4 		$1.91M Sell
9,919
-2,062
-17% -$381K 0.27% 49
2023
Q3 		$2.05M Sell
11,981
-26
-0.2% -$4.77K 0.31% 48
2023
Q2 		$2.33M Buy
12,007
+1,891
+19% +$330K 0.34% 47
2023
Q1 		$1.67M Buy
10,116
+1
+0% +$148 0.26% 48
2022
Q4 		$1.31M Sell
10,115
-8,755
-46% -$1.25M 0.21% 51
2022
Q3 		$2.61M Sell
18,870
-15,410
-45% -$2.42M 0.48% 42
2022
Q2 		$4.69M Sell
34,280
-1,300
-4% -$197K 0.72% 38
2022
Q1 		$6.21M Buy
35,580
+1,396
+4% +$235K 0.84% 32
2021
Q4 		$6.07M Buy
+34,184
New +$5.4M 0.79% 34

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

RTD Financial Advisors's AAPL Position: Q2 2026 in Review

RTD Financial Advisors reduced its Apple (AAPL) stake by 5.9% in Q2 2026, selling an estimated $132K and leaving 7,344 shares worth $2.13M. The position accounts for 0.23% of the portfolio, ranked #59.

RTD Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.21M in Q1 2022. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • RTD Financial Advisors held 7,344 shares of Apple worth $2.13M as of Q2 2026.
  • RTD Financial Advisors sold 460 Apple shares in Q2 2026, an estimated $132K.
  • Apple made up 0.23% of RTD Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • RTD Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • RTD Financial Advisors's Apple position peaked at $6.21M in Q1 2022.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.