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Unique Wealth’s Apple AAPL Stock Holding History

Unique 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 		$5.31M Sell
18,349
-485
-3% -$139K 0.62% 41
2026
Q1 		$4.78M Sell
18,834
-2,555
-12% -$665K 0.66% 36
2025
Q4 		$5.81M Sell
21,389
-304
-1% -$81.6K 0.81% 33
2025
Q3 		$5.52M Sell
21,693
-324
-1% -$73.2K 0.81% 35
2025
Q2 		$4.52M Buy
22,017
+143
+0.7% +$28.9K 0.73% 36
2025
Q1 		$4.86M Sell
21,874
-1,723
-7% -$399K 0.92% 29
2024
Q4 		$5.91M Buy
23,597
+2,093
+10% +$493K 1.23% 16
2024
Q3 		$5.01M Buy
21,504
+1,951
+10% +$436K 1.15% 18
2024
Q2 		$4.12M Buy
19,553
+1,526
+8% +$285K 1.08% 20
2024
Q1 		$3.09M Buy
18,027
+1,016
+6% +$185K 0.87% 22
2023
Q4 		$3.28M Buy
17,011
+1,755
+12% +$324K 1.06% 17
2023
Q3 		$2.61M Buy
15,256
+2,067
+16% +$379K 1.09% 18
2023
Q2 		$2.56M Buy
13,189
+48
+0.4% +$8.36K 1.12% 18
2023
Q1 		$2.17M Buy
13,141
+119
+0.9% +$17.6K 1.05% 16
2022
Q4 		$1.69M Buy
+13,022
New +$1.86M 0.9% 17

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Unique Wealth's AAPL Position: Q2 2026 in Review

Unique Wealth reduced its Apple (AAPL) stake by 2.6% in Q2 2026, selling an estimated $139K and leaving 18,349 shares worth $5.31M. The position accounts for 0.62% of the portfolio, ranked #41.

Unique Wealth first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.91M in Q4 2024. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Unique Wealth held 18,349 shares of Apple worth $5.31M as of Q2 2026.
  • Unique Wealth sold 485 Apple shares in Q2 2026, an estimated $139K.
  • Apple made up 0.62% of Unique Wealth's portfolio in Q2 2026, its #41 holding.
  • Unique Wealth first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Unique Wealth's Apple position peaked at $5.91M in Q4 2024.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.