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Summit Place Financial Advisors’s Apple AAPL Stock Holding History

Summit Place Financial 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 		$9.66M Sell
33,394
-726
-2% -$208K 4.23% 1
2026
Q1 		$8.66M Buy
34,120
+62
+0.2% +$16.1K 4.16% 2
2025
Q4 		$9.26M Sell
34,058
-1,396
-4% -$375K 4.48% 1
2025
Q3 		$9.03M Buy
35,454
+278
+0.8% +$62.8K 4.25% 2
2025
Q2 		$7.22M Buy
35,176
+1,349
+4% +$272K 3.63% 3
2025
Q1 		$7.51M Buy
33,827
+170
+0.5% +$39.4K 4.24% 1
2024
Q4 		$8.43M Sell
33,657
-459
-1% -$108K 4.79% 1
2024
Q3 		$7.95M Sell
34,116
-1,225
-3% -$274K 4.43% 1
2024
Q2 		$7.44M Buy
35,341
+485
+1% +$90.4K 4.4% 3
2024
Q1 		$5.98M Buy
34,856
+2,867
+9% +$521K 3.5% 3
2023
Q4 		$6.16M Buy
31,989
+467
+1% +$86.2K 4.03% 2
2023
Q3 		$5.4M Sell
31,522
-1,724
-5% -$316K 3.84% 3
2023
Q2 		$6.45M Sell
33,246
-770
-2% -$134K 4.18% 2
2023
Q1 		$5.61M Buy
34,016
+2,315
+7% +$342K 3.98% 2
2022
Q4 		$4.12M Buy
31,701
+3,084
+11% +$441K 3.39% 2
2022
Q3 		$3.96M Sell
28,617
-1,100
-4% -$173K 3.68% 2
2022
Q2 		$4.06M Sell
29,717
-807
-3% -$122K 3.41% 2
2022
Q1 		$5.33M Sell
30,524
-2,965
-9% -$499K 3.58% 1
2021
Q4 		$5.95M Sell
33,489
-207
-0.6% -$32.7K 4.11% 1
2021
Q3 		$4.77M Buy
33,696
+692
+2% +$102K 3.48% 2
2021
Q2 		$4.52M Buy
33,004
+1,452
+5% +$188K 3.32% 2
2021
Q1 		$3.85M Sell
31,552
-125
-0.4% -$16K 3.1% 3
2020
Q4 		$4.2M Buy
31,677
+296
+0.9% +$35.6K 3.64% 1
2020
Q3 		$3.63M Buy
+31,381
New +$3.42M 3.65% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Summit Place Financial Advisors's AAPL Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $208K and leaving 33,394 shares worth $9.66M. The position accounts for 4.23% of the portfolio, ranked #1.

Summit Place Financial Advisors first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. 2,771 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Summit Place Financial Advisors held 33,394 shares of Apple worth $9.66M as of Q2 2026.
  • Summit Place Financial Advisors sold 726 Apple shares in Q2 2026, an estimated $208K.
  • Apple made up 4.23% of Summit Place Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Summit Place Financial Advisors first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • 2,771 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.