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Traveka Wealth’s Apple AAPL Stock Holding History

Traveka 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
2026
Q2 		$7.45M Buy
25,740
+274
+1% +$78.4K 2.48% 8
2026
Q1 		$6.46M Buy
25,466
+695
+3% +$181K 2.47% 8
2025
Q4 		$6.73M Buy
24,771
+506
+2% +$136K 2.74% 7
2025
Q3 		$6.18M Buy
24,265
+937
+4% +$212K 2.76% 7
2025
Q2 		$4.79M Sell
23,328
-1,051
-4% -$212K 2.54% 12
2025
Q1 		$5.42M Sell
24,379
-2,438
-9% -$565K 3.04% 4
2024
Q4 		$6.72M Buy
26,817
+1,987
+8% +$468K 3.7% 4
2024
Q3 		$5.79M Buy
24,830
+657
+3% +$147K 2.94% 8
2024
Q2 		$5.09M Buy
24,173
+1,044
+5% +$195K 2.49% 9
2024
Q1 		$3.97M Sell
23,129
-12,518
-35% -$2.28M 1.83% 16
2023
Q4 		$6.86M Buy
+35,647
New +$6.58M 3.45% 6

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Traveka Wealth's AAPL Position: Q2 2026 in Review

Traveka Wealth increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $78.4K and bringing the position to 25,740 shares worth $7.45M. The position accounts for 2.48% of the portfolio, ranked #8.

Traveka Wealth first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 3,277 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Traveka Wealth held 25,740 shares of Apple worth $7.45M as of Q2 2026.
  • Traveka Wealth bought 274 Apple shares in Q2 2026, an estimated $78.4K.
  • Apple made up 2.48% of Traveka Wealth's portfolio in Q2 2026, its #8 holding.
  • Traveka Wealth first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 3,277 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.