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SOA Wealth Advisors’s Apple AAPL Stock Holding History

SOA 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 		$60.1M Sell
232,277
-15,265
-6% -$4.37M 10.11% 2
2026
Q1 		$53.1M Sell
247,542
-16,936
-6% -$4.41M 10.01% 1
2025
Q4 		$61.4M Sell
264,478
-2,269
-0.9% -$609K 10.37% 2
2025
Q3 		$58.1M Sell
266,747
-888
-0.3% -$201K 9.96% 2
2025
Q2 		$47M Sell
267,635
-1,980
-0.7% -$400K 8.83% 2
2025
Q1 		$50M Buy
269,615
+30,564
+13% +$7.08M 10.44% 1
2024
Q4 		$59.9M Sell
239,051
-3,180
-1% -$749K 11.03% 2
2024
Q3 		$56.4M Sell
242,231
-4,103
-2% -$916K 10.76% 2
2024
Q2 		$51.9M Sell
246,334
-7,916
-3% -$1.48M 10.44% 2
2024
Q1 		$43.6M Sell
254,250
-2,241
-0.9% -$407K 9.03% 2
2023
Q4 		$49.4M Sell
256,491
-1,715
-0.7% -$317K 10.99% 2
2023
Q3 		$44.2M Sell
258,206
-1,117
-0.4% -$205K 10.99% 2
2023
Q2 		$50.3M Sell
259,323
-4,199
-2% -$732K 11.78% 1
2023
Q1 		$43.5M Sell
263,522
-4,471
-2% -$660K 10.71% 1
2022
Q4 		$34.8M Sell
267,993
-5,116
-2% -$731K 9.37% 1
2022
Q3 		$37.7M Sell
273,109
-4,066
-1% -$638K 11.36% 1
2022
Q2 		$37.9M Sell
277,175
-3,521
-1% -$533K 11.17% 1
2022
Q1 		$49M Buy
280,696
+5,959
+2% +$1M 11.95% 1
2021
Q4 		$49M Sell
274,737
-10,823
-4% -$1.71M 11.86% 1
2021
Q3 		$40.4M Buy
285,560
+7,189
+3% +$1.06M 10.35% 1
2021
Q2 		$38.1M Buy
278,371
+8,991
+3% +$1.16M 9.8% 1
2021
Q1 		$32.9M Buy
269,380
+1,274
+0.5% +$164K 9.21% 1
2020
Q4 		$36.3M Buy
+268,106
New +$32.2M 9.88% 1

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
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 $59.8B 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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

SOA Wealth Advisors reduced its Apple (AAPL) stake by 6.2% in Q2 2026, selling an estimated $4.37M and leaving 232,277 shares worth $60.1M. The position accounts for 10.11% of the portfolio, ranked #2.

SOA Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $61.4M in Q4 2025. 1,419 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SOA Wealth Advisors held 232,277 shares of Apple worth $60.1M as of Q2 2026.
  • SOA Wealth Advisors sold 15,265 Apple shares in Q2 2026, an estimated $4.37M.
  • Apple made up 10.11% of SOA Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • SOA Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Apple position peaked at $61.4M in Q4 2025.
  • 1,419 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.