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Turn8 Private Wealth’s Apple AAPL Stock Holding History

Turn8 Private Wealth’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 		$706K Sell
2,441
-1,047
-30% -$299K 0.47% 40
2026
Q1 		$885K Sell
3,488
-14,307
-80% -$3.72M 0.55% 42
2025
Q4 		$4.84M Sell
17,795
-63
-0.4% -$16.9K 3.47% 8
2025
Q3 		$4.55M Sell
17,858
-194
-1% -$43.8K 3.26% 9
2025
Q2 		$3.77M Buy
18,052
+1,406
+8% +$284K 2.72% 16
2025
Q1 		$3.7M Buy
16,646
+1,412
+9% +$327K 2.89% 6
2024
Q4 		$3.81M Buy
+15,234
New +$3.59M 2.72% 11

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

Turn8 Private Wealth's AAPL Position: Q2 2026 in Review

Turn8 Private Wealth reduced its Apple (AAPL) stake by 30% in Q2 2026, selling an estimated $299K and leaving 2,441 shares worth $706K. The position accounts for 0.47% of the portfolio, ranked #40.

Turn8 Private Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.84M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Turn8 Private Wealth held 2,441 shares of Apple worth $706K as of Q2 2026.
  • Turn8 Private Wealth sold 1,047 Apple shares in Q2 2026, an estimated $299K.
  • Apple made up 0.47% of Turn8 Private Wealth's portfolio in Q2 2026, its #40 holding.
  • Turn8 Private Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Turn8 Private Wealth's Apple position peaked at $4.84M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.