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Vise Technologies’s Apple AAPL Stock Holding History

Vise Technologies’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
Q1 		$140M Hold
514,365
– – 2.75% 3
2025
Q4 		$140M Buy
514,365
+223,526
+77% +$60M 2.74% 3
2025
Q3 		$74.1M Sell
290,839
-49,031
-14% -$11.1M 2.76% 3
2025
Q2 		$69.7M Buy
+339,870
New +$68.6M 2.88% 3
2024
Q4 		$40.4M Buy
161,375
+77,003
+91% +$18.1M 3.37% 1
2024
Q3 		$19.7M Buy
84,372
+27,244
+48% +$6.08M 2.5% 3
2024
Q2 		$12M Buy
57,128
+5,551
+11% +$1.04M 2.11% 8
2024
Q1 		$8.84M Buy
51,577
+4,748
+10% +$863K 1.74% 12
2023
Q4 		$9.02M Buy
46,829
+1,212
+3% +$224K 1.94% 7
2023
Q3 		$7.81M Buy
45,617
+3,539
+8% +$649K 1.92% 9
2023
Q2 		$8.16M Sell
42,078
-1,790
-4% -$312K 1.98% 9
2023
Q1 		$7.23M Buy
43,868
+8,898
+25% +$1.31M 1.91% 9
2022
Q4 		$4.54M Buy
34,970
+4,234
+14% +$605K 1.42% 13
2022
Q3 		$4.25M Buy
30,736
+7,130
+30% +$1.12M 1.6% 13
2022
Q2 		$3.23M Buy
23,606
+1,987
+9% +$301K 1.25% 17
2022
Q1 		$3.77M Buy
21,619
+9,554
+79% +$1.61M 1.42% 12
2021
Q4 		$2.14M Buy
+12,065
New +$1.91M 0.58% 43

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vise Technologies's AAPL Position: Q1 2026 in Review

Vise Technologies held its Apple (AAPL) position steady in Q1 2026 at 514,365 shares worth $140M. The position accounts for 2.75% of the portfolio, ranked #3.

Vise Technologies first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Vise Technologies held 514,365 shares of Apple worth $140M as of Q1 2026.
  • Vise Technologies left its Apple share count unchanged in Q1 2026.
  • Apple made up 2.75% of Vise Technologies's portfolio in Q1 2026, its #3 holding.
  • Vise Technologies first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.