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Sarver Vrooman Wealth Advisors’s Apple AAPL Stock Holding History

Sarver Vrooman Wealth 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 		$807K Hold
2,656
– – 0.48% 9
2026
Q1 		$674K Hold
2,656
– – 0.42% 9
2025
Q4 		$722K Buy
2,656
+15
+0.6% +$4.03K 0.46% 9
2025
Q3 		$672K Hold
2,641
– – 0.43% 9
2025
Q2 		$542K Buy
2,641
+1,400
+113% +$283K 0.36% 9
2025
Q1 		$276K Buy
+1,241
New +$288K 0.18% 9

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's AAPL Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Apple (AAPL) position steady in Q2 2026 at 2,656 shares worth $807K. The position accounts for 0.48% of the portfolio, ranked #9.

Sarver Vrooman Wealth Advisors first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 2,656 shares of Apple worth $807K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.48% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.