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Toth Financial Advisory’s Apple AAPL Stock Holding History

Toth Financial Advisory’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 		– Hold
0
– – – 314
2026
Q1 		– Hold
0
– – – 308
2025
Q4 		– Hold
0
– – – 285
2025
Q2 		– Hold
0
– -$22.2K – 729
2025
Q1 		– Hold
0
– – – 392

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Toth Financial Advisory's AAPL Position: Q2 2026 in Review

Toth Financial Advisory increased its Apple (AAPL) stake by 4.5% in Q2 2026, buying an estimated $1.11M and bringing the position to 90,357 shares worth $26.1M. The position accounts for 2.55% of the portfolio, ranked #2.

Toth Financial Advisory first reported a position in AAPL in Q2 2013 and has held it in 50 quarters since. 1,521 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Toth Financial Advisory held 90,357 shares of Apple worth $26.1M as of Q2 2026.
  • Toth Financial Advisory bought 3,880 Apple shares in Q2 2026, an estimated $1.11M.
  • Apple made up 2.55% of Toth Financial Advisory's portfolio in Q2 2026, its #2 holding.
  • Toth Financial Advisory first reported a position in Apple in Q2 2013 and has held it in 50 quarters since.
  • 1,521 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.