Valeo Financial Advisors’s Apple AAPL Stock Holding History

Valeo 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	–	Sell	-1,500	Closed	-$2.14K	–	839
2026 Q1	$2.14K	Buy	1,500 +1,300	+650%	+$338K	﹤0.01%	753
2025 Q4	$299	Buy	+200	New	+$53.7K	﹤0.01%	836
2025 Q3	–	Sell	-7,000	Closed	-$420K	–	826
2025 Q2	$420K	Buy	+7,000	New	+$1.41M	0.01%	498
2023 Q2	–	Sell	-100	Closed	-$16	–	613
2023 Q1	$16	Buy	+100	New	+$14.8K	﹤0.01%	630
2022 Q3	–	Sell	-1,400	Closed	-$191K	–	509
2022 Q2	$191K	Buy	1,400 +500	+56%	+$75.7K	0.01%	441
2022 Q1	$157K	Sell	900 -600	-40%	-$101K	0.01%	563
2021 Q4	$242K	Buy	1,500 +200	+15%	+$31.6K	0.01%	469
2021 Q3	$184K	Sell	1,300 -2,400	-65%	-$353K	0.01%	508
2021 Q2	$486K	Buy	3,700 +2,300	+164%	+$298K	0.03%	269
2021 Q1	$163K	Buy	+1,400	New	+$180K	0.01%	493
2020 Q2	–	Sell	-4,000	Closed	-$268K	–	2022
2020 Q1	$268K	Buy	+4,000	New	+$294K	0.03%	242
2019 Q3	–	Sell	-6,800	Closed	-$336K	–	1540
2019 Q2	$336K	Hold	6,800	–	–	0.04%	216
2019 Q1	$323K	Buy	6,800 +2,000	+42%	+$84.8K	0.04%	212
2018 Q4	$189K	Buy	+4,800	New	+$233K	0.03%	267

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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. 1,933 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.
1,933 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.