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Significant Wealth Partners’s Apple AAPL Stock Holding History

Significant 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 		– Sell
-1,541
Closed -$391K – 117
2026
Q1 		$391K Sell
1,541
-8
-0.5% -$2.08K 0.48% 61
2025
Q4 		$421K Sell
1,549
-2,670
-63% -$717K 0.47% 29
2025
Q3 		$1.07M Sell
4,219
-165
-4% -$37.3K 0.53% 13
2025
Q2 		$899K Buy
4,384
+46
+1% +$9.29K 0.44% 14
2025
Q1 		$964K Buy
4,338
+9
+0.2% +$2.08K 0.49% 9
2024
Q4 		$1.08M Buy
4,329
+28
+0.7% +$6.6K 0.56% 8
2024
Q3 		$1M Buy
4,301
+866
+25% +$193K 0.52% 7
2024
Q2 		$724K Buy
3,435
+40
+1% +$7.46K 0.41% 10
2024
Q1 		$582K Buy
3,395
+93
+3% +$16.9K 0.38% 70
2023
Q4 		$636K Buy
+3,302
New +$610K 0.46% 64

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return