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Shared Vision Wealth Group’s Apple AAPL Stock Holding History

Shared Vision Wealth Group’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 		$50.4M Buy
174,298
+22
+0% +$6.29K 17.34% 1
2026
Q1 		$44.2M Sell
174,276
-68
-0% -$17.7K 18.04% 1
2025
Q4 		$44.5M Sell
174,344
-2,572
-1% -$690K 18.03% 1
2025
Q3 		$45.7M Sell
176,916
-936
-0.5% -$211K 19.36% 1
2025
Q2 		$36.9M Buy
177,852
+554
+0.3% +$112K 18.44% 1
2025
Q1 		$39.4M Sell
177,298
-100
-0.1% -$23.2K 21.51% 1
2024
Q4 		$44.4M Sell
177,398
-1,521
-0.9% -$358K 23.38% 1
2024
Q3 		$41.7M Sell
178,919
-120
-0.1% -$26.8K 22.27% 1
2024
Q2 		$37.7M Buy
179,039
+6,819
+4% +$1.27M 21.94% 1
2024
Q1 		$29.5M Sell
172,220
-738
-0.4% -$134K 18.44% 1
2023
Q4 		$33.3M Buy
+172,958
New +$31.9M 22.24% 1

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

Shared Vision Wealth Group's AAPL Position: Q2 2026 in Review

Shared Vision Wealth Group increased its Apple (AAPL) stake by 0.01% in Q2 2026, buying an estimated $6.29K and bringing the position to 174,298 shares worth $50.4M. The position accounts for 17.34% of the portfolio, ranked #1.

Shared Vision Wealth Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,087 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Shared Vision Wealth Group held 174,298 shares of Apple worth $50.4M as of Q2 2026.
  • Shared Vision Wealth Group bought 22 Apple shares in Q2 2026, an estimated $6.29K.
  • Apple made up 17.34% of Shared Vision Wealth Group's portfolio in Q2 2026, its #1 holding.
  • Shared Vision Wealth Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,087 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.