TWG
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The Wealth Group’s Apple AAPL Stock Holding History

The 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 		$2.11M Sell
7,298
-149
-2% -$42.6K 0.4% 27
2026
Q1 		$1.89M Buy
7,447
+40
+0.5% +$10.4K 0.43% 27
2025
Q4 		$2.01M Sell
7,407
-878
-11% -$236K 0.45% 27
2025
Q3 		$2.11M Sell
8,285
-173
-2% -$39.1K 0.49% 27
2025
Q2 		$1.74M Sell
8,458
-37
-0.4% -$7.47K 0.44% 28
2025
Q1 		$1.89M Buy
8,495
+600
+8% +$139K 0.55% 22
2024
Q4 		$1.98M Sell
7,895
-549
-7% -$129K 0.57% 21
2024
Q3 		$1.97M Sell
8,444
-415
-5% -$92.7K 0.57% 21
2024
Q2 		$1.87M Buy
8,859
+293
+3% +$54.6K 0.56% 21
2024
Q1 		$1.57M Hold
8,566
– – 0.48% 26
2023
Q4 		$1.62M Buy
+8,566
New +$1.58M 0.54% 24

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

The Wealth Group's AAPL Position: Q2 2026 in Review

The Wealth Group reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $42.6K and leaving 7,298 shares worth $2.11M. The position accounts for 0.4% of the portfolio, ranked #27.

The Wealth Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • The Wealth Group held 7,298 shares of Apple worth $2.11M as of Q2 2026.
  • The Wealth Group sold 149 Apple shares in Q2 2026, an estimated $42.6K.
  • Apple made up 0.4% of The Wealth Group's portfolio in Q2 2026, its #27 holding.
  • The Wealth Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.