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SageView Advisory Group’s Apple AAPL Stock Holding History

SageView Advisory Group’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
2025
Q4 		$51.9M Sell
190,817
-9,848
-5% -$2.64M 1.75% 10
2025
Q3 		$51.1M Buy
200,665
+13,955
+7% +$3.15M 1.76% 10
2025
Q2 		$40M Sell
186,710
-1,341
-0.7% -$271K 1.51% 10
2025
Q1 		$41.8M Buy
188,051
+3,915
+2% +$907K 1.78% 10
2024
Q4 		$46.1M Buy
184,136
+38,847
+27% +$9.16M 1.98% 10
2024
Q3 		$33.9M Sell
145,289
-28,872
-17% -$6.45M 1.72% 10
2024
Q2 		$36.7M Buy
174,161
+7,968
+5% +$1.49M 1.7% 10
2024
Q1 		$28.5M Sell
166,193
-21,072
-11% -$3.83M 1.44% 11
2023
Q4 		$35.2M Buy
187,265
+41,393
+28% +$7.64M 1.52% 10
2023
Q3 		$25M Buy
145,872
+3,482
+2% +$639K 1.43% 12
2023
Q2 		$27.6M Buy
142,390
+14,920
+12% +$2.6M 1.54% 10
2023
Q1 		$21M Buy
127,470
+21,027
+20% +$3.1M 1.34% 12
2022
Q4 		$13.8M Buy
+106,443
New +$15.2M 1.12% 16

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SageView Advisory Group's AAPL Position: Q4 2025 in Review

SageView Advisory Group reduced its Apple (AAPL) stake by 4.9% in Q4 2025, selling an estimated $2.64M and leaving 190,817 shares worth $51.9M. The position accounts for 1.75% of the portfolio, ranked #10.

SageView Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 13 quarters since. 6,091 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • SageView Advisory Group held 190,817 shares of Apple worth $51.9M as of Q4 2025.
  • SageView Advisory Group sold 9,848 Apple shares in Q4 2025, an estimated $2.64M.
  • Apple made up 1.75% of SageView Advisory Group's portfolio in Q4 2025, its #10 holding.
  • SageView Advisory Group first reported a position in Apple in Q4 2022 and has held it in 13 quarters since.
  • 6,091 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.