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Trivest Advisors’s Apple AAPL Stock Holding History

Trivest 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
2025
Q4 		– Sell
-66,000
Closed -$16.8M – 31
2025
Q3 		$16.8M Buy
+66,000
New +$14.9M 0.54% 22
2024
Q4 		– Sell
-192,000
Closed -$44.7M – 46
2024
Q3 		$44.7M Sell
192,000
-341,360
-64% -$76.2M 2.54% 14
2024
Q2 		$112M Buy
533,360
+513,360
+2,567% +$95.7M 5.82% 7
2024
Q1 		$3.43M Buy
+20,000
New +$3.64M 0.12% 20
2023
Q4 		– Sell
-20,000
Closed -$3.42M – 29
2023
Q3 		$3.42M Buy
+20,000
New +$3.67M 0.25% 16

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trivest Advisors's AAPL Position: Q4 2025 in Review

Trivest Advisors sold out of Apple (AAPL) in Q4 2025, closing a stake of 66,000 shares — an estimated $16.8M sold.

Trivest Advisors first reported a position in AAPL in Q3 2023 and held it in 5 quarters. The position peaked at $112M in Q2 2024. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Trivest Advisors reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
  • Trivest Advisors sold 66,000 Apple shares in Q4 2025, an estimated $16.8M.
  • Trivest Advisors first reported a position in Apple in Q3 2023 and held it in 5 quarters.
  • Trivest Advisors's Apple position peaked at $112M in Q2 2024.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Trivest Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.