Sage Capital Advisors’s Apple AAPL Stock Holding History

Sage Capital 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
2021 Q1	–	Sell	-700	Closed	-$8K	–	104
2020 Q4	$8K	Sell	700 -1,300	-65%	-$156K	﹤0.01%	108
2020 Q3	$151K	Hold	2,000	–	–	0.09%	95
2020 Q2	$103K	Sell	2,000 -1,200	-38%	-$93K	0.07%	95
2020 Q1	$49K	Buy	3,200 +400	+14%	+$29.4K	0.04%	90
2019 Q4	$95K	Hold	2,800	–	–	0.06%	98
2019 Q3	$49K	Hold	2,800	–	–	0.04%	92
2019 Q2	$37K	Hold	2,800	–	–	0.03%	91
2019 Q1	$30K	Buy	+2,800	New	+$119K	0.02%	91

Other funds holding AAPL

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sage Capital Advisors's AAPL Position: Q2 2026 in Review

Sage Capital Advisors reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $839K and leaving 142,681 shares worth $41.3M. The position accounts for 8.57% of the portfolio, ranked #1.

Sage Capital Advisors first reported a position in AAPL in Q2 2017 and has held it in 37 quarters since. 2,425 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Sage Capital Advisors held 142,681 shares of Apple worth $41.3M as of Q2 2026.
Sage Capital Advisors sold 2,934 Apple shares in Q2 2026, an estimated $839K.
Apple made up 8.57% of Sage Capital Advisors's portfolio in Q2 2026, its #1 holding.
Sage Capital Advisors first reported a position in Apple in Q2 2017 and has held it in 37 quarters since.
2,425 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.