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SRN Advisors’s Apple AAPL Stock Holding History

SRN 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
2025
Q2 		$663K Buy
3,233
+179
+6% +$36.1K 0.6% 78
2025
Q1 		$678K Sell
3,054
-93
-3% -$21.5K 0.76% 72
2024
Q4 		$788K Sell
3,147
-1,051
-25% -$248K 0.7% 76
2024
Q3 		$978K Sell
4,198
-156
-4% -$34.8K 0.87% 56
2024
Q2 		$917K Hold
4,354
– – 0.76% 62
2024
Q1 		$747K Buy
4,354
+222
+5% +$40.4K 0.58% 91
2023
Q4 		$796K Sell
4,132
-1,449
-26% -$268K 0.71% 79
2023
Q3 		$956K Buy
5,581
+104
+2% +$19.1K 0.95% 44
2023
Q2 		$1.06M Sell
5,477
-168
-3% -$29.3K 0.95% 49
2023
Q1 		$917K Buy
5,645
+1,123
+25% +$166K 0.84% 62
2022
Q4 		$588K Sell
4,522
-1,247
-22% -$178K 0.58% 82
2022
Q3 		$797K Sell
5,769
-1,092
-16% -$171K 0.67% 60
2022
Q2 		$938K Sell
6,861
-1,149
-14% -$174K 0.65% 65
2022
Q1 		$1.4M Sell
8,010
-228
-3% -$38.3K 0.62% 55
2021
Q4 		$1.46M Buy
8,238
+1,606
+24% +$254K 0.53% 53
2021
Q3 		$938K Sell
6,632
-4,025
-38% -$593K 0.43% 61
2021
Q2 		$1.46M Sell
10,657
-472
-4% -$61.2K 0.5% 67
2021
Q1 		$1.36M Sell
11,129
-1,557
-12% -$200K 0.49% 77
2020
Q4 		$1.7M Buy
+12,686
New +$1.53M 0.83% 64

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SRN Advisors's AAPL Position: Q2 2025 in Review

SRN Advisors increased its Apple (AAPL) stake by 5.9% in Q2 2025, buying an estimated $36.1K and bringing the position to 3,233 shares worth $663K. The position accounts for 0.6% of the portfolio, ranked #78.

SRN Advisors first reported a position in AAPL in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.7M in Q4 2020. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • SRN Advisors held 3,233 shares of Apple worth $663K as of Q2 2025.
  • SRN Advisors bought 179 Apple shares in Q2 2025, an estimated $36.1K.
  • Apple made up 0.6% of SRN Advisors's portfolio in Q2 2025, its #78 holding.
  • SRN Advisors first reported a position in Apple in Q4 2020 and has held it in 19 quarters since.
  • SRN Advisors's Apple position peaked at $1.7M in Q4 2020.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.