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Unison Advisors’s Apple AAPL Stock Holding History

Unison Advisors’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 		$731K Buy
2,525
+61
+2% +$17.4K 0.05% 138
2026
Q1 		$625K Hold
2,464
– – 0.05% 156
2025
Q4 		$670K Hold
2,464
– – 0.06% 149
2025
Q3 		$627K Sell
2,464
-1,583
-39% -$358K 0.06% 137
2025
Q2 		$830K Hold
4,047
– – 0.09% 103
2025
Q1 		$899K Buy
4,047
+1
+0% +$232 0.11% 92
2024
Q4 		$1.01M Hold
4,046
– – 0.12% 84
2024
Q3 		$943K Hold
4,046
– – 0.11% 94
2024
Q2 		$852K Buy
4,046
+1
+0% +$186 0.11% 99
2024
Q1 		$694K Buy
4,045
+1,807
+81% +$329K 0.07% 120
2023
Q4 		$431K Buy
2,238
+1
+0% +$185 0.05% 153
2023
Q3 		$383K Buy
2,237
+275
+14% +$50.4K 0.05% 157
2023
Q2 		$381K Hold
1,962
– – 0.04% 164
2023
Q1 		$324K Hold
1,962
– – 0.04% 163
2022
Q4 		$255K Hold
1,962
– – 0.03% 172
2022
Q3 		$271K Hold
1,962
– – 0.05% 170
2022
Q2 		$268K Hold
1,962
– – 0.07% 164
2022
Q1 		$343K Buy
1,962
+350
+22% +$58.9K 0.08% 144
2021
Q4 		$286K Hold
1,612
– – 0.07% 161
2021
Q3 		$228K Buy
1,612
+2
+0.1% +$294 0.06% 176
2021
Q2 		$220K Buy
+1,610
New +$209K 0.04% 172
2021
Q1 		– Sell
-1,700
Closed -$226K – 181
2020
Q4 		$226K Buy
+1,700
New +$204K 0.05% 177
2020
Q1 		– Sell
-41,396
Closed -$3.04M – 139
2019
Q4 		$3.04M Buy
41,396
+24
+0.1% +$1.54K 2.19% 2
2019
Q3 		$2.32M Buy
41,372
+152
+0.4% +$7.95K 1.78% 3
2019
Q2 		$2.04M Sell
41,220
-292
-0.7% -$14.2K 1.54% 5
2019
Q1 		$1.97M Buy
41,512
+196
+0.5% +$8.31K 1.46% 8
2018
Q4 		$1.63M Buy
41,316
+132
+0.3% +$6.4K 1.29% 12
2018
Q3 		$2.32M Buy
41,184
+588
+1% +$30.6K 1.63% 7
2018
Q2 		$1.88M Buy
40,596
+148
+0.4% +$6.71K 1.38% 9
2018
Q1 		$1.7M Buy
40,448
+144
+0.4% +$6.2K 1.27% 14
2017
Q4 		$1.71M Buy
+40,304
New +$1.68M 1.24% 14

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
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
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
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

Unison Advisors's AAPL Position: Q2 2026 in Review

Unison Advisors increased its Apple (AAPL) stake by 2.5% in Q2 2026, buying an estimated $17.4K and bringing the position to 2,525 shares worth $731K. The position accounts for 0.05% of the portfolio, ranked #138.

Unison Advisors first reported a position in AAPL in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.04M in Q4 2019. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Unison Advisors held 2,525 shares of Apple worth $731K as of Q2 2026.
  • Unison Advisors bought 61 Apple shares in Q2 2026, an estimated $17.4K.
  • Apple made up 0.05% of Unison Advisors's portfolio in Q2 2026, its #138 holding.
  • Unison Advisors first reported a position in Apple in Q4 2017 and has held it in 31 quarters since.
  • Unison Advisors's Apple position peaked at $3.04M in Q4 2019.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.