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True Wealth Design’s Apple Hospitality REIT APLE Stock Holding History

True Wealth Design’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-288
Closed -$3.31K – 2669
2026
Q1 		$3.31K Hold
288
– – ﹤0.01% 1363
2025
Q4 		$3.41K Buy
288
+62
+27% +$727 ﹤0.01% 1241
2025
Q3 		$2.71K Buy
226
+225
+22,500% +$2.78K ﹤0.01% 1357
2025
Q2 		$12 Buy
+1
New +$12 ﹤0.01% 2537

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

True Wealth Design's APLE Position: Q2 2026 in Review

True Wealth Design sold out of Apple Hospitality REIT (APLE) in Q2 2026, closing a stake of 288 shares — an estimated $3.31K sold.

True Wealth Design first reported a position in APLE in Q2 2025 and held it in 4 quarters. The position peaked at $3.41K in Q4 2025. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • True Wealth Design reported no remaining Apple Hospitality REIT position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 288 Apple Hospitality REIT shares in Q2 2026, an estimated $3.31K.
  • True Wealth Design first reported a position in Apple Hospitality REIT in Q2 2025 and held it in 4 quarters.
  • True Wealth Design's Apple Hospitality REIT position peaked at $3.41K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.