Surience Private Wealth’s Apple AAPL Stock Holding History

Surience Private Wealth’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	–	Sell	-7,053	Closed	-$1.57M	–	30
2025 Q1	$1.57M	Sell	7,053 -11,274	-62%	-$2.61M	2.72%	13
2024 Q4	$4.59M	Buy	+18,327	New	+$4.32M	5.93%	4
2024 Q3	–	Sell	-19,019	Closed	-$4.01M	–	28
2024 Q2	$4.01M	Buy	+19,019	New	+$3.55M	5.15%	10
2023 Q3	–	Sell	-1,046	Closed	-$203K	–	19
2023 Q2	$203K	Buy	+1,046	New	+$182K	0.29%	26

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Surience Private Wealth's AAPL Position: Q2 2025 in Review

Surience Private Wealth sold out of Apple (AAPL) in Q2 2025, closing a stake of 7,053 shares — an estimated $1.57M sold.

Surience Private Wealth first reported a position in AAPL in Q2 2023 and held it in 4 quarters. The position peaked at $4.59M in Q4 2024. 5,584 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

Surience Private Wealth reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
Surience Private Wealth sold 7,053 Apple shares in Q2 2025, an estimated $1.57M.
Surience Private Wealth first reported a position in Apple in Q2 2023 and held it in 4 quarters.
Surience Private Wealth's Apple position peaked at $4.59M in Q4 2024.
5,584 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Surience Private Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.