Valued Wealth Advisors’s Apple AAPL Stock Holding History

Valued Wealth 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	$1.21M	Sell	4,179 -281	-6%	-$80.4K	0.44%	24
2026 Q1	$1.13M	Sell	4,460 -275	-6%	-$71.6K	0.46%	23
2025 Q4	$1.29M	Buy	4,735 +1,293	+38%	+$347K	0.57%	18
2025 Q3	$877K	Buy	3,442 +85	+3%	+$19.2K	0.41%	21
2025 Q2	$689K	Sell	3,357 -259	-7%	-$52.3K	0.36%	23
2025 Q1	$803K	Sell	3,616 -644	-15%	-$149K	0.48%	21
2024 Q4	$1.07M	Buy	4,260 +327	+8%	+$77.1K	0.67%	17
2024 Q3	$916K	Buy	3,933 +429	+12%	+$95.8K	0.59%	18
2024 Q2	$738K	Sell	3,504 -129	-4%	-$24.1K	0.51%	20
2024 Q1	$623K	Buy	3,633 +82	+2%	+$14.9K	0.44%	22
2023 Q4	$608K	Buy	+3,551	New	+$656K	0.56%	19

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

Valued Wealth Advisors's AAPL Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Apple (AAPL) stake by 6.3% in Q2 2026, selling an estimated $80.4K and leaving 4,179 shares worth $1.21M. The position accounts for 0.44% of the portfolio, ranked #24.

Valued Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Valued Wealth Advisors held 4,179 shares of Apple worth $1.21M as of Q2 2026.
Valued Wealth Advisors sold 281 Apple shares in Q2 2026, an estimated $80.4K.
Apple made up 0.44% of Valued Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Valued Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Apple position peaked at $1.29M in Q4 2025.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.