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Serenus Wealth Advisors’s Apple AAPL Stock Holding History

Serenus 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 		$5.52M Sell
19,078
-9
-0% -$2.57K 0.96% 15
2026
Q1 		$4.84M Buy
19,087
+1,381
+8% +$359K 0.97% 15
2025
Q4 		$4.81M Buy
17,706
+1,442
+9% +$387K 0.93% 14
2025
Q3 		$4.14M Sell
16,264
-60
-0.4% -$13.6K 0.71% 13
2025
Q2 		$3.35M Sell
16,324
-1,202
-7% -$243K 0.57% 15
2025
Q1 		$3.89M Sell
17,526
-1
-0% -$232 0.65% 12
2024
Q4 		$4.39M Buy
+17,527
New +$4.13M 0.76% 12

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

Serenus Wealth Advisors's AAPL Position: Q2 2026 in Review

Serenus Wealth Advisors reduced its Apple (AAPL) stake by 0.05% in Q2 2026, selling an estimated $2.57K and leaving 19,078 shares worth $5.52M. The position accounts for 0.96% of the portfolio, ranked #15.

Serenus Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Serenus Wealth Advisors held 19,078 shares of Apple worth $5.52M as of Q2 2026.
  • Serenus Wealth Advisors sold 9 Apple shares in Q2 2026, an estimated $2.57K.
  • Apple made up 0.96% of Serenus Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Serenus Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.