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Second Half Financial Partners’s Apple AAPL Stock Holding History

Second Half Financial Partners’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 		$3.7M Buy
12,789
+18
+0.1% +$5.15K 1.52% 10
2026
Q1 		$3.24M Buy
12,771
+1,633
+15% +$425K 1.46% 10
2025
Q4 		$3.03M Buy
11,138
+16
+0.1% +$4.29K 1.34% 11
2025
Q3 		$2.83M Sell
11,122
-46
-0.4% -$10.4K 1.25% 13
2025
Q2 		$2.29M Buy
11,168
+9
+0.1% +$1.82K 1.08% 13
2025
Q1 		$2.48M Sell
11,159
-624
-5% -$145K 1.23% 13
2024
Q4 		$2.95M Sell
11,783
-1,945
-14% -$458K 1.44% 17
2024
Q3 		$3.2M Buy
+13,728
New +$3.07M 1.7% 17
2024
Q2 		– Sell
-11,354
Closed -$1.95M – 41
2024
Q1 		$1.95M Buy
11,354
+215
+2% +$39.1K 0.87% 36
2023
Q4 		$2.14M Sell
11,139
-51
-0.5% -$9.42K 1.06% 26
2023
Q3 		$1.92M Sell
11,190
-28,551
-72% -$5.24M 0.95% 18
2023
Q2 		$7.71M Buy
39,741
+11,332
+40% +$1.97M 1.76% 11
2023
Q1 		$4.68M Sell
28,409
-364
-1% -$53.7K 2.78% 9
2022
Q4 		$4.15M Sell
28,773
-16,872
-37% -$2.41M 2.71% 11
2022
Q3 		$6.31M Buy
45,645
+16,068
+54% +$2.52M 7.84% 2
2022
Q2 		$3.61M Hold
29,577
– – 2.78% 20
2022
Q1 		$3.61M Buy
+29,577
New +$4.97M 2.78% 20

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

Second Half Financial Partners's AAPL Position: Q2 2026 in Review

Second Half Financial Partners increased its Apple (AAPL) stake by 0.14% in Q2 2026, buying an estimated $5.15K and bringing the position to 12,789 shares worth $3.7M. The position accounts for 1.52% of the portfolio, ranked #10.

Second Half Financial Partners first reported a position in AAPL in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.71M in Q2 2023. 3,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Second Half Financial Partners held 12,789 shares of Apple worth $3.7M as of Q2 2026.
  • Second Half Financial Partners bought 18 Apple shares in Q2 2026, an estimated $5.15K.
  • Apple made up 1.52% of Second Half Financial Partners's portfolio in Q2 2026, its #10 holding.
  • Second Half Financial Partners first reported a position in Apple in Q1 2022 and has held it in 17 quarters since.
  • Second Half Financial Partners's Apple position peaked at $7.71M in Q2 2023.
  • 3,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.