Unique Wealth Strategies’s Apple AAPL Stock Holding History

Unique Wealth Strategies’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	$2.37M	Sell	8,180 -2	-0%	-$572	0.86%	24
2026 Q1	$2.08M	Buy	8,182 +697	+9%	+$181K	0.84%	23
2025 Q4	$2.03M	Sell	7,485 -97	-1%	-$26K	0.79%	25
2025 Q3	$1.93M	Buy	7,582 +326	+4%	+$73.6K	0.75%	24
2025 Q2	$1.49M	Buy	7,256 +83	+1%	+$16.8K	0.62%	36
2025 Q1	$1.59M	Buy	7,173 +523	+8%	+$121K	0.72%	32
2024 Q4	$1.67M	Buy	6,650 +128	+2%	+$30.2K	0.72%	32
2024 Q3	$1.52M	Buy	6,522 +594	+10%	+$133K	0.64%	37
2024 Q2	$1.02M	Hold	5,928	–	–	0.48%	53
2024 Q1	$1.02M	Sell	5,928 -3,409	-37%	-$620K	0.5%	53
2023 Q4	$1.8M	Buy	+9,337	New	+$1.72M	1.2%	20

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Unique Wealth Strategies's AAPL Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Apple (AAPL) stake by 0.02% in Q2 2026, selling an estimated $572 and leaving 8,180 shares worth $2.37M. The position accounts for 0.86% of the portfolio, ranked #24.

Unique Wealth Strategies first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 1,243 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Unique Wealth Strategies held 8,180 shares of Apple worth $2.37M as of Q2 2026.
Unique Wealth Strategies sold 2 Apple shares in Q2 2026, an estimated $572.
Apple made up 0.86% of Unique Wealth Strategies's portfolio in Q2 2026, its #24 holding.
Unique Wealth Strategies first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
1,243 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.