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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
2024
Q1 		– Sell
-200
Closed -$39 – 668
2023
Q4 		$39 Buy
+200
New +$36.9K ﹤0.01% 654
2021
Q4 		– Sell
-2,000
Closed -$258K – 597
2021
Q3 		$258K Buy
2,000
+300
+18% +$44.2K 0.01% 432
2021
Q2 		$210K Buy
+1,700
New +$220K 0.01% 435

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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. 1,580 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.
  • 1,580 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.