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Uniting Wealth Partners’s Apple AAPL Stock Holding History

Uniting Wealth Partners’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 		$5.8M Sell
20,038
-1,344
-6% -$384K 1.18% 24
2026
Q1 		$5.43M Sell
21,382
-2,716
-11% -$707K 1.16% 24
2025
Q4 		$6.55M Buy
24,098
+835
+4% +$224K 2.01% 10
2025
Q3 		$5.92M Buy
23,263
+10,516
+82% +$2.38M 1.4% 16
2025
Q2 		$2.62M Sell
12,747
-702
-5% -$142K 1.01% 18
2025
Q1 		$2.99M Sell
13,449
-253
-2% -$58.6K 1.5% 13
2024
Q4 		$3.43M Buy
+13,702
New +$3.23M 1.66% 11

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Uniting Wealth Partners's AAPL Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Apple (AAPL) stake by 6.3% in Q2 2026, selling an estimated $384K and leaving 20,038 shares worth $5.8M. The position accounts for 1.18% of the portfolio, ranked #24.

Uniting Wealth Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.55M in Q4 2025. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Uniting Wealth Partners held 20,038 shares of Apple worth $5.8M as of Q2 2026.
  • Uniting Wealth Partners sold 1,344 Apple shares in Q2 2026, an estimated $384K.
  • Apple made up 1.18% of Uniting Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Uniting Wealth Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Apple position peaked at $6.55M in Q4 2025.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.