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TrueWealth Advisors’s Apple AAPL Stock Holding History

TrueWealth 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
2026
Q2 		$3.24M Sell
11,199
-222
-2% -$63.5K 0.73% 24
2026
Q1 		$2.9M Buy
11,421
+144
+1% +$37.5K 0.73% 24
2025
Q4 		$3.07M Sell
11,277
-42
-0.4% -$11.3K 0.79% 26
2025
Q3 		$2.88M Buy
11,319
+289
+3% +$65.3K 0.78% 24
2025
Q2 		$2.26M Sell
11,030
-330
-3% -$66.6K 0.67% 30
2025
Q1 		$2.52M Buy
11,360
+52
+0.5% +$12K 0.83% 25
2024
Q4 		$2.83M Sell
11,308
-1,068
-9% -$252K 0.95% 23
2024
Q3 		$2.88M Sell
12,376
-292
-2% -$65.2K 0.96% 23
2024
Q2 		$2.67M Buy
12,668
+77
+0.6% +$14.4K 0.99% 20
2024
Q1 		$2.16M Buy
12,591
+670
+6% +$122K 0.83% 27
2023
Q4 		$2.3M Sell
11,921
-629
-5% -$116K 0.89% 23
2023
Q3 		$2.15M Buy
12,550
+166
+1% +$30.4K 0.91% 23
2023
Q2 		$2.4M Sell
12,384
-87
-0.7% -$15.2K 0.99% 24
2023
Q1 		$2.06M Sell
12,471
-518
-4% -$76.4K 0.86% 27
2022
Q4 		$1.69M Sell
12,989
-113
-0.9% -$16.1K 0.74% 28
2022
Q3 		$1.81M Sell
13,102
-297
-2% -$46.6K 0.86% 23
2022
Q2 		$1.83M Buy
13,399
+1,301
+11% +$197K 0.85% 26
2022
Q1 		$2.15M Hold
12,098
– – 0.96% 26
2021
Q4 		$2.15M Buy
12,098
+3,987
+49% +$630K 0.96% 26
2021
Q3 		$1.15M Sell
8,111
-71
-0.9% -$10.5K 0.65% 36
2021
Q2 		$1.12M Sell
8,182
-61
-0.7% -$7.9K 0.65% 33
2021
Q1 		$1.1M Buy
8,243
+1,739
+27% +$223K 0.71% 29
2020
Q4 		$839K Buy
+6,504
New +$782K 0.72% 38

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

TrueWealth Advisors's AAPL Position: Q2 2026 in Review

TrueWealth Advisors reduced its Apple (AAPL) stake by 1.9% in Q2 2026, selling an estimated $63.5K and leaving 11,199 shares worth $3.24M. The position accounts for 0.73% of the portfolio, ranked #24.

TrueWealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,057 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TrueWealth Advisors held 11,199 shares of Apple worth $3.24M as of Q2 2026.
  • TrueWealth Advisors sold 222 Apple shares in Q2 2026, an estimated $63.5K.
  • Apple made up 0.73% of TrueWealth Advisors's portfolio in Q2 2026, its #24 holding.
  • TrueWealth Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 3,057 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.