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Vantage Financial Partners (Wisconsin)’s Apple AAPL Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$4.21M Sell
15,502
-27
-0.2% -$7.25K 0.86% 23
2025
Q3 		$3.95M Buy
15,529
+113
+0.7% +$25.5K 0.83% 24
2025
Q2 		$3.16M Sell
15,416
-1,645
-10% -$332K 0.73% 25
2025
Q1 		$3.79M Buy
17,061
+118
+0.7% +$27.3K 0.94% 21
2024
Q4 		$4.24M Sell
16,943
-1,095
-6% -$258K 1.06% 15
2024
Q3 		$4.2M Sell
18,038
-117
-0.6% -$26.1K 1.04% 13
2024
Q2 		$3.82M Buy
18,155
+550
+3% +$103K 0.99% 20
2024
Q1 		$3.02M Sell
17,605
-367
-2% -$66.7K 0.81% 22
2023
Q4 		$3.46M Buy
17,972
+4,470
+33% +$825K 1.02% 21
2023
Q3 		$2.31M Buy
13,502
+166
+1% +$30.4K 0.91% 22
2023
Q2 		$2.59M Sell
13,336
-741
-5% -$129K 0.97% 22
2023
Q1 		$2.32M Buy
14,077
+3,499
+33% +$516K 0.92% 22
2022
Q4 		$1.37M Sell
10,578
-185
-2% -$26.4K 0.82% 15
2022
Q3 		$1.49M Sell
10,763
-7,229
-40% -$1.13M 1% 14
2022
Q2 		$2.46M Buy
17,992
+7,230
+67% +$1.09M 1.45% 9
2022
Q1 		$1.88M Sell
10,762
-371
-3% -$62.4K 0.96% 10
2021
Q4 		$2K Buy
+11,133
New +$1.76M ﹤0.01% 59

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s AAPL Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Apple (AAPL) stake by 0.17% in Q4 2025, selling an estimated $7.25K and leaving 15,502 shares worth $4.21M. The position accounts for 0.86% of the portfolio, ranked #23.

Vantage Financial Partners (Wisconsin) first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.24M in Q4 2024. 6,114 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 15,502 shares of Apple worth $4.21M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 27 Apple shares in Q4 2025, an estimated $7.25K.
  • Apple made up 0.86% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #23 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Apple position peaked at $4.24M in Q4 2024.
  • 6,114 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.