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Treasure Coast Financial Planning’s Apple AAPL Stock Holding History

Treasure Coast Financial Planning’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 		$1.28M Sell
4,433
-23
-0.5% -$6.58K 0.63% 23
2026
Q1 		$1.13M Sell
4,456
-70
-2% -$18.2K 0.58% 24
2025
Q4 		$1.23M Sell
4,526
-246
-5% -$66K 0.65% 23
2025
Q3 		$1.22M Sell
4,772
-60
-1% -$13.6K 0.68% 23
2025
Q2 		$991K Hold
4,832
– – 0.58% 23
2025
Q1 		$1.07M Buy
4,832
+220
+5% +$51K 0.67% 21
2024
Q4 		$1.15M Buy
4,612
+23
+0.5% +$5.42K 0.76% 20
2024
Q3 		$1.07M Buy
4,589
+150
+3% +$33.5K 0.66% 21
2024
Q2 		$935K Sell
4,439
-404
-8% -$75.3K 0.62% 22
2024
Q1 		$830K Sell
4,843
-673
-12% -$122K 0.54% 23
2023
Q4 		$1.06M Hold
5,516
– – 0.74% 21
2023
Q3 		$944K Buy
5,516
+55
+1% +$10.1K 0.66% 21
2023
Q2 		$1.06M Sell
5,461
-307
-5% -$53.5K 0.72% 22
2023
Q1 		$951K Sell
5,768
-924
-14% -$136K 0.67% 25
2022
Q4 		$870K Buy
6,692
+2
+0% +$286 0.65% 23
2022
Q3 		$925K Buy
6,690
+801
+14% +$126K 0.74% 17
2022
Q2 		$805K Buy
5,889
+152
+3% +$23K 0.62% 19
2022
Q1 		$1M Buy
5,737
+101
+2% +$17K 0.77% 19
2021
Q4 		$1M Buy
+5,636
New +$891K 0.77% 19

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

Treasure Coast Financial Planning's AAPL Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its Apple (AAPL) stake by 0.52% in Q2 2026, selling an estimated $6.58K and leaving 4,433 shares worth $1.28M. The position accounts for 0.63% of the portfolio, ranked #23.

Treasure Coast Financial Planning first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Treasure Coast Financial Planning held 4,433 shares of Apple worth $1.28M as of Q2 2026.
  • Treasure Coast Financial Planning sold 23 Apple shares in Q2 2026, an estimated $6.58K.
  • Apple made up 0.63% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #23 holding.
  • Treasure Coast Financial Planning first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.