SPWG
AAPL icon

Syntegra Private Wealth Group’s Apple AAPL Stock Holding History

Syntegra Private Wealth 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 		$15.3M Buy
52,784
+456
+0.9% +$130K 1.18% 14
2026
Q1 		$13.3M Sell
52,328
-2,711
-5% -$706K 1.26% 14
2025
Q4 		$15M Sell
55,039
-329
-0.6% -$88.3K 1.37% 13
2025
Q3 		$14.1M Buy
55,368
+1,036
+2% +$234K 1.33% 14
2025
Q2 		$11.1M Buy
54,332
+472
+0.9% +$95.3K 1.14% 15
2025
Q1 		$12M Buy
53,860
+442
+0.8% +$102K 1.4% 15
2024
Q4 		$13.4M Buy
53,418
+2,057
+4% +$485K 1.51% 15
2024
Q3 		$12M Sell
51,361
-237
-0.5% -$52.9K 1.38% 15
2024
Q2 		$10.9M Buy
51,598
+4,285
+9% +$799K 1.38% 14
2024
Q1 		$8.11M Buy
47,313
+1,438
+3% +$261K 1.05% 15
2023
Q4 		$8.83M Sell
45,875
-279
-0.6% -$51.5K 1.25% 16
2023
Q3 		$7.9M Sell
46,154
-491
-1% -$90K 1.24% 17
2023
Q2 		$9.05M Buy
46,645
+1,622
+4% +$283K 1.38% 18
2023
Q1 		$7.42M Buy
45,023
+1,013
+2% +$149K 1.32% 17
2022
Q4 		$5.72M Buy
+44,010
New +$6.29M 1.15% 17

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Syntegra Private Wealth Group's AAPL Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Apple (AAPL) stake by 0.87% in Q2 2026, buying an estimated $130K and bringing the position to 52,784 shares worth $15.3M. The position accounts for 1.18% of the portfolio, ranked #14.

Syntegra Private Wealth Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Syntegra Private Wealth Group held 52,784 shares of Apple worth $15.3M as of Q2 2026.
  • Syntegra Private Wealth Group bought 456 Apple shares in Q2 2026, an estimated $130K.
  • Apple made up 1.18% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #14 holding.
  • Syntegra Private Wealth Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.