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Sendero Wealth Management’s Apple AAPL Stock Holding History

Sendero Wealth Management’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 		$6.8M Buy
23,493
+3,289
+16% +$941K 0.68% 27
2026
Q1 		$5.13M Sell
20,204
-285
-1% -$74.2K 0.57% 29
2025
Q4 		$5.57M Buy
20,489
+759
+4% +$204K 0.62% 31
2025
Q3 		$5.02M Sell
19,730
-29
-0.1% -$6.55K 0.59% 35
2025
Q2 		$4.05M Sell
19,759
-36
-0.2% -$7.27K 0.51% 41
2025
Q1 		$4.4M Sell
19,795
-36,109
-65% -$8.37M 0.61% 36
2024
Q4 		$14M Sell
55,904
-8,095
-13% -$1.91M 2.09% 10
2024
Q3 		$14.9M Buy
63,999
+1,243
+2% +$278K 2.35% 8
2024
Q2 		$13.2M Buy
62,756
+45,245
+258% +$8.44M 2.22% 8
2024
Q1 		$3M Sell
17,511
-75
-0.4% -$13.6K 0.52% 40
2023
Q4 		$3.39M Buy
17,586
+1,633
+10% +$302K 0.64% 34
2023
Q3 		$2.73M Sell
15,953
-600
-4% -$110K 0.59% 34
2023
Q2 		$3.21M Buy
+16,553
New +$2.88M 0.7% 32

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

Sendero Wealth Management's AAPL Position: Q2 2026 in Review

Sendero Wealth Management increased its Apple (AAPL) stake by 16% in Q2 2026, buying an estimated $941K and bringing the position to 23,493 shares worth $6.8M. The position accounts for 0.68% of the portfolio, ranked #27.

Sendero Wealth Management first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.9M in Q3 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sendero Wealth Management held 23,493 shares of Apple worth $6.8M as of Q2 2026.
  • Sendero Wealth Management bought 3,289 Apple shares in Q2 2026, an estimated $941K.
  • Apple made up 0.68% of Sendero Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Sendero Wealth Management first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • Sendero Wealth Management's Apple position peaked at $14.9M in Q3 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.