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ShoreHaven Wealth Partners’s Apple AAPL Stock Holding History

ShoreHaven Wealth Partners’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 		$7.42M Sell
25,650
-167
-0.6% -$47.8K 2.33% 8
2026
Q1 		$6.55M Sell
25,817
-496
-2% -$129K 2.35% 11
2025
Q4 		$7.15M Buy
26,313
+350
+1% +$94K 2.57% 9
2025
Q3 		$6.61M Sell
25,963
-66
-0.3% -$14.9K 2.44% 11
2025
Q2 		$5.34M Sell
26,029
-124
-0.5% -$25K 2.19% 13
2025
Q1 		$5.81M Sell
26,153
-508
-2% -$118K 2.78% 9
2024
Q4 		$6.68M Buy
26,661
+931
+4% +$219K 3.15% 10
2024
Q3 		$6M Sell
25,730
-205
-0.8% -$45.8K 2.89% 10
2024
Q2 		$5.46M Sell
25,935
-487
-2% -$90.8K 2.87% 10
2024
Q1 		$4.53M Buy
26,422
+168
+0.6% +$30.5K 2.49% 11
2023
Q4 		$5.05M Buy
26,254
+688
+3% +$127K 3.08% 8
2023
Q3 		$4.38M Sell
25,566
-79
-0.3% -$14.5K 3.01% 10
2023
Q2 		$4.97M Sell
25,645
-37
-0.1% -$6.45K 3.33% 7
2023
Q1 		$4.23M Sell
25,682
-247
-1% -$36.4K 2.97% 9
2022
Q4 		$3.37M Sell
25,929
-1,958
-7% -$280K 2.37% 10
2022
Q3 		$3.85M Sell
27,887
-100
-0.4% -$15.7K 2.94% 9
2022
Q2 		$3.83M Buy
27,987
+1,532
+6% +$232K 2.75% 8
2022
Q1 		$4.62M Sell
26,455
-1,943
-7% -$327K 2.44% 14
2021
Q4 		$5.04M Sell
28,398
-236
-0.8% -$37.3K 2.5% 13
2021
Q3 		$4.05M Buy
28,634
+79
+0.3% +$11.6K 2.11% 18
2021
Q2 		$3.91M Buy
28,555
+87
+0.3% +$11.3K 2.1% 18
2021
Q1 		$3.48M Sell
28,468
-1,199
-4% -$154K 1.88% 20
2020
Q4 		$3.94M Buy
+29,667
New +$3.57M 2.2% 17

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

ShoreHaven Wealth Partners's AAPL Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its Apple (AAPL) stake by 0.65% in Q2 2026, selling an estimated $47.8K and leaving 25,650 shares worth $7.42M. The position accounts for 2.33% of the portfolio, ranked #8.

ShoreHaven Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • ShoreHaven Wealth Partners held 25,650 shares of Apple worth $7.42M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 167 Apple shares in Q2 2026, an estimated $47.8K.
  • Apple made up 2.33% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • ShoreHaven Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.