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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
2026
Q2 		$51.1M Sell
176,758
-2,148
-1% -$614K 1.68% 11
2026
Q1 		$45.4M Sell
178,906
-11,911
-6% -$3.1M 1.66% 10
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SageView Advisory Group's AAPL Position: Q2 2026 in Review

SageView Advisory Group reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $614K and leaving 176,758 shares worth $51.1M. The position accounts for 1.68% of the portfolio, ranked #11.

SageView Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $51.9M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SageView Advisory Group held 176,758 shares of Apple worth $51.1M as of Q2 2026.
  • SageView Advisory Group sold 2,148 Apple shares in Q2 2026, an estimated $614K.
  • Apple made up 1.68% of SageView Advisory Group's portfolio in Q2 2026, its #11 holding.
  • SageView Advisory Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Apple position peaked at $51.9M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.