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Shira Ridge Wealth Management’s Apple AAPL Stock Holding History

Shira Ridge 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 		$7.48M Sell
25,843
-3,130
-11% -$895K 2.61% 13
2026
Q1 		$7.35M Sell
28,973
-155
-0.5% -$40.3K 2.91% 12
2025
Q4 		$7.92M Sell
29,128
-1,353
-4% -$363K 3.18% 10
2025
Q3 		$7.76M Buy
30,481
+730
+2% +$165K 3.29% 10
2025
Q2 		$6.1M Sell
29,751
-281
-0.9% -$56.7K 2.79% 10
2025
Q1 		$6.67M Buy
30,032
+362
+1% +$83.9K 3.33% 10
2024
Q4 		$7.43M Buy
29,670
+91
+0.3% +$21.4K 3.64% 8
2024
Q3 		$6.89M Sell
29,579
-129
-0.4% -$28.8K 3.51% 7
2024
Q2 		$6.26M Sell
29,708
-135
-0.5% -$25.2K 3.49% 7
2024
Q1 		$5.12M Sell
29,843
-3,483
-10% -$633K 2.93% 8
2023
Q4 		$6.42M Sell
33,326
-34
-0.1% -$6.28K 3.85% 6
2023
Q3 		$5.71M Buy
33,360
+1,400
+4% +$257K 3.75% 7
2023
Q2 		$6.2M Buy
31,960
+66
+0.2% +$11.5K 3.88% 7
2023
Q1 		$5.26M Sell
31,894
-1,458
-4% -$215K 3.47% 7
2022
Q4 		$4.33M Buy
+33,352
New +$4.77M 2.98% 11

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Shira Ridge Wealth Management's AAPL Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $895K and leaving 25,843 shares worth $7.48M. The position accounts for 2.61% of the portfolio, ranked #13.

Shira Ridge Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.92M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Shira Ridge Wealth Management held 25,843 shares of Apple worth $7.48M as of Q2 2026.
  • Shira Ridge Wealth Management sold 3,130 Apple shares in Q2 2026, an estimated $895K.
  • Apple made up 2.61% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Shira Ridge Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's Apple position peaked at $7.92M in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.