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Udine Wealth Management’s Apple AAPL Stock Holding History

Udine Wealth Management’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 		$22.4M Buy
77,306
+1,267
+2% +$362K 9.21% 3
2026
Q1 		$19.3M Buy
76,039
+3,536
+5% +$920K 9.43% 3
2025
Q4 		$19.7M Buy
72,503
+1,852
+3% +$497K 9.32% 4
2025
Q3 		$18M Buy
70,651
+1,437
+2% +$325K 8.63% 3
2025
Q2 		$14.2M Buy
69,214
+1,825
+3% +$369K 7.5% 4
2025
Q1 		$15M Buy
67,389
+2,052
+3% +$475K 10.01% 3
2024
Q4 		$16.4M Sell
65,337
-14,601
-18% -$3.44M 10.51% 2
2024
Q3 		$18.6M Sell
79,938
-2,181
-3% -$487K 13.14% 2
2024
Q2 		$17.3M Sell
82,119
-1,121
-1% -$209K 12.05% 2
2024
Q1 		$14.3M Sell
83,240
-10,453
-11% -$1.9M 9.84% 3
2023
Q4 		$18M Sell
93,693
-2,204
-2% -$407K 14.36% 2
2023
Q3 		$16.4M Buy
95,897
+4,362
+5% +$800K 15.88% 2
2023
Q2 		$17.8M Sell
91,535
-705
-0.8% -$123K 16.87% 1
2023
Q1 		$15.2M Sell
92,240
-468
-0.5% -$69.1K 23.48% 1
2022
Q4 		$12M Sell
92,708
-47,788
-34% -$6.83M 14.82% 3
2022
Q3 		$19.4M Buy
140,496
+7,290
+5% +$1.14M 30.67% 1
2022
Q2 		$18.2M Buy
133,206
+2,241
+2% +$339K 33% 1
2022
Q1 		$22.9M Buy
130,965
+20,834
+19% +$3.5M 24.93% 1
2021
Q4 		$19.6M Buy
+110,131
New +$17.4M 20.19% 1

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

Udine Wealth Management's AAPL Position: Q2 2026 in Review

Udine Wealth Management increased its Apple (AAPL) stake by 1.7% in Q2 2026, buying an estimated $362K and bringing the position to 77,306 shares worth $22.4M. The position accounts for 9.21% of the portfolio, ranked #3.

Udine Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.9M in Q1 2022. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Udine Wealth Management held 77,306 shares of Apple worth $22.4M as of Q2 2026.
  • Udine Wealth Management bought 1,267 Apple shares in Q2 2026, an estimated $362K.
  • Apple made up 9.21% of Udine Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Udine Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Udine Wealth Management's Apple position peaked at $22.9M in Q1 2022.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.