Sound Stewardship’s Apple AAPL Stock Holding History

Sound Stewardship’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	$1.22M	Buy	4,199 +1,111	+36%	+$318K	0.5%	31
2026 Q1	$784K	Buy	3,088 +1	+0%	+$260	0.36%	35
2025 Q4	$839K	Sell	3,087 -390	-11%	-$105K	0.4%	33
2025 Q3	$885K	Hold	3,477	–	–	0.42%	34
2025 Q2	$713K	Buy	3,477 +1	+0%	+$202	0.37%	35
2025 Q1	$772K	Buy	3,476 +219	+7%	+$50.7K	0.44%	34
2024 Q4	$816K	Buy	3,257 +91	+3%	+$21.4K	0.48%	33
2024 Q3	$738K	Buy	3,166 +111	+4%	+$24.8K	0.41%	34
2024 Q2	$644K	Hold	3,055	–	–	0.39%	35
2024 Q1	$524K	Buy	3,055 +44	+1%	+$8K	0.32%	40
2023 Q4	$580K	Hold	3,011	–	–	0.38%	41
2023 Q3	$516K	Sell	3,011 -33	-1%	-$6.05K	0.35%	44
2023 Q2	$590K	Buy	3,044 +8	+0.3%	+$1.39K	0.39%	41
2023 Q1	$501K	Sell	3,036 -70	-2%	-$10.3K	0.34%	45
2022 Q4	$404K	Buy	+3,106	New	+$444K	0.3%	46

Other funds holding AAPL

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return