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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
2024
Q4 		– Sell
-2,000
Closed -$466K – 190
2024
Q3 		$466K Buy
+2,000
New +$447K 0.2% 161

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
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. 1,328 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.
  • 1,328 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.