Uptown Financial Advisors’s Apple AAPL Stock Holding History

Uptown Financial 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	$452K	Hold	1,562	–	–	0.3%	50
2026 Q1	$397K	Hold	1,562	–	–	0.32%	43
2025 Q4	$425K	Hold	1,562	–	–	0.3%	44
2025 Q3	$398K	Buy	1,562 +3	+0.2%	+$678	0.33%	45
2025 Q2	$320K	Sell	1,559 -162	-9%	-$32.7K	0.27%	53
2025 Q1	$383K	Buy	1,721 +176	+11%	+$40.8K	0.39%	38
2024 Q4	$387K	Buy	+1,545	New	+$364K	0.42%	36

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Uptown Financial Advisors's AAPL Position: Q2 2026 in Review

Uptown Financial Advisors held its Apple (AAPL) position steady in Q2 2026 at 1,562 shares worth $452K. The position accounts for 0.3% of the portfolio, ranked #50.

Uptown Financial Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Uptown Financial Advisors held 1,562 shares of Apple worth $452K as of Q2 2026.
Uptown Financial Advisors left its Apple share count unchanged in Q2 2026.
Apple made up 0.3% of Uptown Financial Advisors's portfolio in Q2 2026, its #50 holding.
Uptown Financial Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.