Vaughan Nelson Investment Management’s Apple AAPL Stock Holding History

Vaughan Nelson Investment Management’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	$210M	Sell	724,984 -27,400	-4%	-$7.84M	1.85%	5
2026 Q1	$191M	Buy	752,384 +158,269	+27%	+$41.2M	1.92%	6
2025 Q4	$162M	Buy	+594,115	New	+$159M	1.58%	13
2023 Q3	–	Sell	-1,346	Closed	-$261K	–	227
2023 Q2	$261K	Buy	+1,346	New	+$235K	﹤0.01%	204
2022 Q2	–	Sell	-45,768	Closed	-$7.99M	–	210
2022 Q1	$7.99M	Sell	45,768 -1,532,538	-97%	-$258M	0.09%	144
2021 Q4	$280M	Sell	1,578,306 -38,434	-2%	-$6.07M	2.87%	3
2021 Q3	$229M	Buy	1,616,740 +606,905	+60%	+$89.4M	2.32%	9
2021 Q2	$138M	Buy	+1,009,835	New	+$131M	1.4%	17
2018 Q4	–	Sell	-707,384	Closed	-$39.9M	–	186
2018 Q3	$39.9M	Sell	707,384 -547,860	-44%	-$28.5M	0.47%	92
2018 Q2	$58.1M	Sell	1,255,244 -64,828	-5%	-$2.94M	0.69%	55
2018 Q1	$55.4M	Buy	1,320,072 +149,060	+13%	+$6.42M	0.68%	53
2017 Q4	$49.5M	Buy	1,171,012 +29,236	+3%	+$1.22M	0.57%	73
2017 Q3	$44M	Buy	1,141,776 +42,180	+4%	+$1.64M	0.52%	84
2017 Q2	$39.6M	Sell	1,099,596 -441,636	-29%	-$16.3M	0.47%	102
2017 Q1	$55.4M	Sell	1,541,232 -1,281,500	-45%	-$42.2M	0.65%	68
2016 Q4	$81.7M	Buy	2,822,732 +370,604	+15%	+$10.5M	0.96%	21
2016 Q3	$69.3M	Sell	2,452,128 -5,400	-0.2%	-$143K	0.82%	39
2016 Q2	$58.7M	Buy	2,457,528 +383,260	+18%	+$9.52M	0.74%	51
2016 Q1	$56.5M	Buy	2,074,268 +497,068	+32%	+$12.4M	0.71%	51
2015 Q4	$41.5M	Buy	+1,577,200	New	+$45.1M	0.53%	91
2014 Q2	–	Sell	-37,800	Closed	-$725K	–	171
2014 Q1	$725K	Hold	37,800	–	–	0.01%	169
2013 Q4	$757K	Hold	37,800	–	–	0.01%	168
2013 Q3	$644K	Hold	37,800	–	–	0.01%	173
2013 Q2	$535K	Buy	+37,800	New	+$582K	0.01%	168

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

Vaughan Nelson Investment Management's AAPL Position: Q2 2026 in Review

Vaughan Nelson Investment Management reduced its Apple (AAPL) stake by 3.6% in Q2 2026, selling an estimated $7.84M and leaving 724,984 shares worth $210M. The position accounts for 1.85% of the portfolio, ranked #5.

Vaughan Nelson Investment Management first reported a position in AAPL in Q2 2013 and has held it in 24 quarters since. The position peaked at $280M in Q4 2021. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Vaughan Nelson Investment Management held 724,984 shares of Apple worth $210M as of Q2 2026.
Vaughan Nelson Investment Management sold 27,400 Apple shares in Q2 2026, an estimated $7.84M.
Apple made up 1.85% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #5 holding.
Vaughan Nelson Investment Management first reported a position in Apple in Q2 2013 and has held it in 24 quarters since.
Vaughan Nelson Investment Management's Apple position peaked at $280M in Q4 2021.
1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.