Virtus ETF Advisers’s Apple AAPL Stock Holding History

Virtus ETF Advisers’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	$3.41M	Buy	11,783 +2,865	+32%	+$819K	1.31%	8
2026 Q1	$2.26M	Buy	8,918 +308	+4%	+$80.2K	1.05%	12
2025 Q4	$2.34M	Sell	8,610 -734	-8%	-$197K	1.11%	10
2025 Q3	$2.38M	Sell	9,344 -5,040	-35%	-$1.14M	1.31%	7
2025 Q2	$2.95M	Sell	14,384 -948	-6%	-$191K	1.8%	4
2025 Q1	$3.41M	Buy	+15,332	New	+$3.55M	2.21%	3
2024 Q4	–	Sell	-4,062	Closed	-$946K	–	463
2024 Q3	$946K	Buy	+4,062	New	+$907K	0.44%	72
2024 Q2	–	Sell	-3,881	Closed	-$666K	–	449
2024 Q1	$666K	Buy	3,881 +501	+15%	+$91.1K	0.35%	142
2023 Q4	$651K	Sell	3,380 -511	-13%	-$94.4K	0.41%	90
2023 Q3	$666K	Sell	3,891 -753	-16%	-$138K	0.4%	109
2023 Q2	$901K	Buy	+4,644	New	+$809K	0.53%	29
2023 Q1	–	Sell	-5,247	Closed	-$682K	–	441
2022 Q4	$682K	Buy	5,247 +873	+20%	+$125K	0.36%	122
2022 Q3	$604K	Sell	4,374 -148	-3%	-$23.2K	0.24%	171
2022 Q2	$618K	Buy	+4,522	New	+$685K	0.23%	182

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Virtus ETF Advisers's AAPL Position: Q2 2026 in Review

Virtus ETF Advisers increased its Apple (AAPL) stake by 32% in Q2 2026, buying an estimated $819K and bringing the position to 11,783 shares worth $3.41M. The position accounts for 1.31% of the portfolio, ranked #8.

Virtus ETF Advisers first reported a position in AAPL in Q2 2022 and has held it in 14 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Virtus ETF Advisers held 11,783 shares of Apple worth $3.41M as of Q2 2026.
Virtus ETF Advisers bought 2,865 Apple shares in Q2 2026, an estimated $819K.
Apple made up 1.31% of Virtus ETF Advisers's portfolio in Q2 2026, its #8 holding.
Virtus ETF Advisers first reported a position in Apple in Q2 2022 and has held it in 14 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.