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Triad Wealth Partners’s Apple AAPL Stock Holding History

Triad Wealth Partners’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 		$30.6M Buy
100,693
+21,598
+27% +$6.18M 1.8% 9
2026
Q1 		$20.1M Buy
79,095
+6,258
+9% +$1.63M 1.59% 12
2025
Q4 		$19.8M Buy
72,837
+17,493
+32% +$4.7M 1.88% 9
2025
Q3 		$14.1M Buy
55,344
+25,042
+83% +$5.66M 1.82% 12
2025
Q2 		$6.22M Buy
30,302
+5,202
+21% +$1.05M 1.26% 22
2025
Q1 		$5.58M Buy
25,100
+1,564
+7% +$362K 1.73% 15
2024
Q4 		$5.89M Buy
23,536
+4,740
+25% +$1.12M 2.13% 12
2024
Q3 		$4.38M Buy
18,796
+6,852
+57% +$1.53M 2.33% 16
2024
Q2 		$2.52M Buy
11,944
+3,908
+49% +$729K 1.32% 17
2024
Q1 		$1.38M Buy
+8,036
New +$1.46M 1.06% 17

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

Triad Wealth Partners's AAPL Position: Q2 2026 in Review

Triad Wealth Partners increased its Apple (AAPL) stake by 27% in Q2 2026, buying an estimated $6.18M and bringing the position to 100,693 shares worth $30.6M. The position accounts for 1.8% of the portfolio, ranked #9.

Triad Wealth Partners first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Triad Wealth Partners held 100,693 shares of Apple worth $30.6M as of Q2 2026.
  • Triad Wealth Partners bought 21,598 Apple shares in Q2 2026, an estimated $6.18M.
  • Apple made up 1.8% of Triad Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • Triad Wealth Partners first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.