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TPG Financial Advisors’s Apple AAPL Stock Holding History

TPG 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 		$5.95M Sell
20,547
-3,467
-14% -$992K 1.78% 21
2026
Q1 		$6.09M Sell
24,014
-1,127
-4% -$293K 1.98% 21
2025
Q4 		$6.83M Sell
25,141
-3,819
-13% -$1.03M 2.28% 17
2025
Q3 		$7.37M Sell
28,960
-303
-1% -$68.4K 2.75% 17
2025
Q2 		$6M Sell
29,263
-96
-0.3% -$19.4K 2.4% 18
2025
Q1 		$6.52M Sell
29,359
-376
-1% -$87.1K 2.88% 14
2024
Q4 		$7.45M Buy
29,735
+23,267
+360% +$5.48M 3.24% 11
2024
Q3 		$1.51M Buy
6,468
+195
+3% +$43.5K 0.68% 26
2024
Q2 		$1.32M Buy
+6,273
New +$1.17M 0.63% 28
2023
Q4 		$965K Buy
5,199
+902
+21% +$167K 0.49% 31
2023
Q3 		$736K Buy
4,297
+2,413
+128% +$443K 0.38% 31
2023
Q2 		$365K Buy
1,884
+260
+16% +$45.3K 0.19% 41
2023
Q1 		$268K Buy
1,624
+20
+1% +$2.95K 0.15% 45
2022
Q4 		$208K Buy
+1,604
New +$229K 0.13% 45
2020
Q1 		– Sell
-3,236
Closed -$238K – 44
2019
Q4 		$238K Buy
+3,236
New +$208K 0.2% 45

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TPG Financial Advisors's AAPL Position: Q2 2026 in Review

TPG Financial Advisors reduced its Apple (AAPL) stake by 14% in Q2 2026, selling an estimated $992K and leaving 20,547 shares worth $5.95M. The position accounts for 1.78% of the portfolio, ranked #21.

TPG Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 15 quarters since. The position peaked at $7.45M in Q4 2024. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TPG Financial Advisors held 20,547 shares of Apple worth $5.95M as of Q2 2026.
  • TPG Financial Advisors sold 3,467 Apple shares in Q2 2026, an estimated $992K.
  • Apple made up 1.78% of TPG Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • TPG Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 15 quarters since.
  • TPG Financial Advisors's Apple position peaked at $7.45M in Q4 2024.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.