ULWM
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Upper Left Wealth Management’s Apple AAPL Stock Holding History

Upper Left Wealth Management’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 		$232K Hold
803
– – 0.13% 73
2026
Q1 		$204K Buy
+803
New +$209K 0.12% 68

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

Upper Left Wealth Management's AAPL Position: Q2 2026 in Review

Upper Left Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 803 shares worth $232K. The position accounts for 0.13% of the portfolio, ranked #73.

Upper Left Wealth Management first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Upper Left Wealth Management held 803 shares of Apple worth $232K as of Q2 2026.
  • Upper Left Wealth Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.13% of Upper Left Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Upper Left Wealth Management first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.