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Split Rock Private Trading & Wealth Management’s Apple AAPL Stock Holding History

Split Rock Private Trading & Wealth Management’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 		$7.39M Sell
25,528
-167
-0.6% -$47.8K 5.07% 3
2026
Q1 		$6.52M Buy
25,695
+131
+0.5% +$34.1K 5.05% 5
2025
Q4 		$6.95M Buy
+25,564
New +$6.86M 5.57% 5

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's AAPL Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management reduced its Apple (AAPL) stake by 0.65% in Q2 2026, selling an estimated $47.8K and leaving 25,528 shares worth $7.39M. The position accounts for 5.07% of the portfolio, ranked #3.

Split Rock Private Trading & Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 4,035 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 25,528 shares of Apple worth $7.39M as of Q2 2026.
  • Split Rock Private Trading & Wealth Management sold 167 Apple shares in Q2 2026, an estimated $47.8K.
  • Apple made up 5.07% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 4,035 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.