ShankerValleau Wealth Advisors’s Apple AAPL Stock Holding History

ShankerValleau 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	$3.06M	Sell	10,592 -366	-3%	-$105K	0.81%	17
2026 Q1	$2.78M	Hold	10,958	–	–	0.78%	16
2025 Q4	$2.98M	Buy	10,958 +148	+1%	+$39.7K	0.81%	16
2025 Q3	$2.75M	Hold	10,810	–	–	0.71%	16
2025 Q2	$2.22M	Hold	10,810	–	–	0.63%	17
2025 Q1	$2.4M	Sell	10,810 -300	-3%	-$69.5K	0.78%	15
2024 Q4	$2.78M	Buy	11,110 +6,000	+117%	+$1.41M	0.89%	16
2024 Q3	$1.19M	Hold	5,110	–	–	0.41%	15
2024 Q2	$1.08M	Buy	5,110 +744	+17%	+$139K	0.46%	15
2024 Q1	$749K	Buy	4,366 +97	+2%	+$17.6K	0.34%	15
2023 Q4	$822K	Buy	4,269 +635	+17%	+$117K	0.42%	15
2023 Q3	$622K	Hold	3,634	–	–	0.35%	15
2023 Q2	$705K	Buy	3,634 +1,163	+47%	+$203K	0.39%	15
2023 Q1	$407K	Hold	2,471	–	–	0.24%	15
2022 Q4	$321K	Hold	2,471	–	–	0.2%	16
2022 Q3	$341K	Buy	2,471 +659	+36%	+$103K	0.23%	12
2022 Q2	$248K	Hold	1,812	–	–	0.16%	12
2022 Q1	$316K	Hold	1,812	–	–	0.19%	10
2021 Q4	$322K	Buy	+1,812	New	+$286K	0.19%	12

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

ShankerValleau Wealth Advisors reduced its Apple (AAPL) stake by 3.3% in Q2 2026, selling an estimated $105K and leaving 10,592 shares worth $3.06M. The position accounts for 0.81% of the portfolio, ranked #17.

ShankerValleau Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

ShankerValleau Wealth Advisors held 10,592 shares of Apple worth $3.06M as of Q2 2026.
ShankerValleau Wealth Advisors sold 366 Apple shares in Q2 2026, an estimated $105K.
Apple made up 0.81% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #17 holding.
ShankerValleau Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.