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Sovereign Financial Group’s Apple AAPL Stock Holding History

Sovereign Financial Group’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 		$15.2M Sell
52,627
-157
-0.3% -$44.9K 2.33% 8
2026
Q1 		$13.4M Buy
52,784
+174
+0.3% +$45.3K 2.33% 8
2025
Q4 		$14.3M Sell
52,610
-5,002
-9% -$1.34M 2.46% 9
2025
Q3 		$14.7M Sell
57,612
-262
-0.5% -$59.2K 2.75% 7
2025
Q2 		$11.9M Buy
57,874
+1,065
+2% +$215K 2.45% 7
2025
Q1 		$12.6M Buy
56,809
+2,593
+5% +$601K 2.91% 7
2024
Q4 		$13.6M Buy
54,216
+377
+0.7% +$88.8K 3.12% 7
2024
Q3 		$12.5M Sell
53,839
-464
-0.9% -$104K 2.93% 7
2024
Q2 		$11.4M Sell
54,303
-111
-0.2% -$20.7K 2.85% 7
2024
Q1 		$9.33M Buy
54,414
+3,825
+8% +$696K 2.48% 7
2023
Q4 		$9.74M Buy
50,589
+1,300
+3% +$240K 2.97% 7
2023
Q3 		$8.44M Sell
49,289
-7,368
-13% -$1.35M 3% 7
2023
Q2 		$11M Buy
56,657
+840
+2% +$146K 3.58% 5
2023
Q1 		$9.2M Sell
55,817
-4,781
-8% -$705K 3.42% 4
2022
Q4 		$7.87M Buy
60,598
+9,075
+18% +$1.3M 3.1% 3
2022
Q3 		$7.12M Buy
51,523
+320
+0.6% +$50.2K 2.89% 6
2022
Q2 		$7M Sell
51,203
-152
-0.3% -$23K 2.76% 5
2022
Q1 		$8.97M Buy
51,355
+5,451
+12% +$917K 3.32% 3
2021
Q4 		$8.15M Buy
45,904
+11,938
+35% +$1.89M 3.27% 3
2021
Q3 		$4.81M Sell
33,966
-3,588
-10% -$528K 2.76% 7
2021
Q2 		$4.59M Hold
37,554
– – 2.78% 5
2021
Q1 		$4.59M Buy
37,554
+8,547
+29% +$1.1M 2.87% 5
2020
Q4 		$3.85M Buy
+29,007
New +$3.49M 2.77% 5

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Sovereign Financial Group's AAPL Position: Q2 2026 in Review

Sovereign Financial Group reduced its Apple (AAPL) stake by 0.3% in Q2 2026, selling an estimated $44.9K and leaving 52,627 shares worth $15.2M. The position accounts for 2.33% of the portfolio, ranked #8.

Sovereign Financial Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,241 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sovereign Financial Group held 52,627 shares of Apple worth $15.2M as of Q2 2026.
  • Sovereign Financial Group sold 157 Apple shares in Q2 2026, an estimated $44.9K.
  • Apple made up 2.33% of Sovereign Financial Group's portfolio in Q2 2026, its #8 holding.
  • Sovereign Financial Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,241 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.