Valeo Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $149M | Sell |
515,811
-10,275
| -2% | -$2.94M | 3.15% | 8 |
|
|
2026
Q1 | $134M | Sell |
526,086
-62,005
| -11% | -$16.1M | 3.19% | 7 |
|
|
2025
Q4 | $160M | Sell |
588,091
-6,647
| -1% | -$1.78M | 3.55% | 6 |
|
|
2025
Q3 | $151M | Sell |
594,738
-12,165
| -2% | -$2.75M | 3.45% | 6 |
|
|
2025
Q2 | $125M | Sell |
606,903
-161,514
| -21% | -$32.6M | 3.06% | 6 |
|
|
2025
Q1 | $131M | Buy |
768,417
+30,190
| +4% | +$6.99M | 3.65% | 5 |
|
|
2024
Q4 | $149M | Buy |
738,227
+84,239
| +13% | +$19.9M | 4.14% | 4 |
|
|
2024
Q3 | $142M | Sell |
653,988
-8,812
| -1% | -$1.97M | 4.05% | 5 |
|
|
2024
Q2 | $130M | Sell |
662,800
-9,120
| -1% | -$1.7M | 4.07% | 4 |
|
|
2024
Q1 | $106M | Buy |
671,920
+35,777
| +6% | +$6.51M | 3.8% | 5 |
|
|
2023
Q4 | $114M | Sell |
636,143
-2,709
| -0.4% | -$500K | 4.6% | 4 |
|
|
2023
Q3 | $102M | Buy |
638,852
+8,374
| +1% | +$1.54M | 4.64% | 4 |
|
|
2023
Q2 | $114M | Sell |
630,478
-29,674
| -4% | -$5.17M | 5.2% | 3 |
|
|
2023
Q1 | $102M | Buy |
660,152
+73,034
| +12% | +$10.8M | 4.89% | 4 |
|
|
2022
Q4 | $70.6M | Buy |
587,118
+52,646
| +10% | +$7.52M | 3.87% | 5 |
|
|
2022
Q3 | $67.8M | Buy |
534,472
+16,875
| +3% | +$2.65M | 4.32% | 5 |
|
|
2022
Q2 | $64.8M | Sell |
517,597
-51,314
| -9% | -$7.77M | 4.07% | 5 |
|
|
2022
Q1 | $91.7M | Buy |
568,911
+82,765
| +17% | +$13.9M | 4.66% | 4 |
|
|
2021
Q4 | $78.5M | Sell |
486,146
-16,115
| -3% | -$2.55M | 4.25% | 4 |
|
|
2021
Q3 | $64.9M | Buy |
502,261
+61,637
| +14% | +$9.07M | 3.71% | 4 |
|
|
2021
Q2 | $54.4M | Sell |
440,624
-31,804
| -7% | -$4.12M | 3.3% | 5 |
|
|
2021
Q1 | $52.4M | Sell |
472,428
-115,055
| -20% | -$14.8M | 2.42% | 8 |
|
|
2020
Q4 | $55.9M | Buy |
587,483
+192,663
| +49% | +$23.2M | 2.88% | 8 |
|
|
2020
Q3 | $45.7M | Sell |
394,820
-45,648
| -10% | -$4.98M | 4% | 5 |
|
|
2020
Q2 | $40.2M | Sell |
440,468
-3,500
| -0.8% | -$271K | 3.66% | 5 |
|
|
2020
Q1 | $29.7M | Sell |
443,968
-13,384
| -3% | -$984K | 3.16% | 6 |
|
|
2019
Q4 | $33.6M | Sell |
457,352
-3,292
| -0.7% | -$212K | 3.26% | 5 |
|
|
2019
Q3 | $25.8M | Sell |
460,644
-10,292
| -2% | -$538K | 2.85% | 5 |
|
|
2019
Q2 | $23.3M | Buy |
470,936
+12,980
| +3% | +$632K | 2.67% | 5 |
|
|
2019
Q1 | $21.7M | Buy |
457,956
+3,848
| +0.8% | +$163K | 2.64% | 5 |
|
|
2018
Q4 | $17.9M | Buy |
454,108
+36,608
| +9% | +$1.77M | 2.51% | 5 |
|
|
2018
Q3 | $22.8M | Buy |
417,500
+6,456
| +2% | +$336K | 3.08% | 5 |
|
|
2018
Q2 | $21.4M | Buy |
411,044
+36,688
| +10% | +$1.66M | 3% | 5 |
|
|
2018
Q1 | $15.7M | Sell |
374,356
-832
| -0.2% | -$35.8K | 2.52% | 4 |
|
|
2017
Q4 | $15.9M | Buy |
375,188
+68,524
| +22% | +$2.86M | 2.61% | 4 |
|
|
2017
Q3 | $11.8M | Buy |
+306,664
| New | +$11.9M | 2.68% | 4 |
|
Other funds holding AAPL
CRM
CNB
II
COPPSERS
Valeo Financial Advisors's AAPL Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $2.94M and leaving 515,811 shares worth $149M. The position accounts for 3.15% of the portfolio, ranked #8.
Valeo Financial Advisors first reported a position in AAPL in Q3 2017 and has held it in 36 quarters since. The position peaked at $160M in Q4 2025. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Valeo Financial Advisors held 515,811 shares of Apple worth $149M as of Q2 2026.
- Valeo Financial Advisors sold 10,275 Apple shares in Q2 2026, an estimated $2.94M.
- Apple made up 3.15% of Valeo Financial Advisors's portfolio in Q2 2026, its #8 holding.
- Valeo Financial Advisors first reported a position in Apple in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Apple position peaked at $160M in Q4 2025.
- 1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.