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VisionPoint Advisory Group’s Apple AAPL Stock Holding History

VisionPoint Advisory Group’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 		$8.31M Buy
28,714
+2,876
+11% +$823K 1.36% 10
2026
Q1 		$6.56M Sell
25,838
-24
-0.1% -$6.25K 1.24% 15
2025
Q4 		$7.03M Sell
25,862
-6,084
-19% -$1.63M 1.37% 11
2025
Q3 		$8.13M Buy
31,946
+3,820
+14% +$863K 1.62% 9
2025
Q2 		$5.77M Buy
28,126
+11,788
+72% +$2.38M 1.26% 17
2025
Q1 		$3.63M Sell
16,338
-7
-0% -$1.62K 1.24% 19
2024
Q4 		$3.99M Buy
16,345
+407
+3% +$95.9K 1.36% 15
2024
Q3 		$3.71M Sell
15,938
-1,798
-10% -$402K 1.25% 15
2024
Q2 		$3.74M Buy
17,736
+2,744
+18% +$512K 1.33% 16
2024
Q1 		$2.57M Buy
14,992
+4,063
+37% +$739K 0.93% 27
2023
Q4 		$2.1M Sell
10,929
-1,588
-13% -$293K 0.78% 33
2023
Q3 		$2.14M Buy
12,517
+6,923
+124% +$1.27M 0.92% 24
2023
Q2 		$1.08M Sell
5,594
-2,742
-33% -$478K 0.44% 64
2023
Q1 		$1.38M Sell
8,336
-5,365
-39% -$792K 0.61% 46
2022
Q4 		$2.11M Sell
13,701
-4,063
-23% -$581K 0.87% 32
2022
Q3 		$2.46M Sell
17,764
-862
-5% -$135K 1.18% 25
2022
Q2 		$3.14M Sell
18,626
-1,863
-9% -$282K 1.24% 32
2022
Q1 		$2.92M Sell
20,489
-3,863
-16% -$650K 1.35% 27
2021
Q4 		$4.2M Buy
24,352
+216
+0.9% +$34.1K 1.84% 21
2021
Q3 		$3.65M Sell
24,136
-279
-1% -$41.1K 1.63% 22
2021
Q2 		$3.34M Sell
24,415
-20,030
-45% -$2.6M 1.49% 26
2021
Q1 		$5.43M Buy
44,445
+2,325
+6% +$298K 2.6% 5
2020
Q4 		$5.59M Buy
42,120
+6,013
+17% +$723K 2.82% 5
2020
Q3 		$4.18M Buy
36,107
+7,383
+26% +$806K 1.81% 7
2020
Q2 		$2.66M Sell
28,724
-25,552
-47% -$1.98M 1.08% 21
2020
Q1 		$3.45M Buy
54,276
+3,240
+6% +$238K 1.62% 8
2019
Q4 		$3.75M Sell
51,036
-32,620
-39% -$2.1M 1.56% 10
2019
Q3 		$4.75M Sell
83,656
-2,724
-3% -$142K 1.3% 8
2019
Q2 		$4.27M Buy
+86,380
New +$4.21M 1.23% 8
2019
Q1 		– Sell
-85,304
Closed -$3.36M – 127
2018
Q4 		$3.36M Buy
+85,304
New +$4.14M 1.09% 13

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

VisionPoint Advisory Group's AAPL Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $823K and bringing the position to 28,714 shares worth $8.31M. The position accounts for 1.36% of the portfolio, ranked #10.

VisionPoint Advisory Group first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • VisionPoint Advisory Group held 28,714 shares of Apple worth $8.31M as of Q2 2026.
  • VisionPoint Advisory Group bought 2,876 Apple shares in Q2 2026, an estimated $823K.
  • Apple made up 1.36% of VisionPoint Advisory Group's portfolio in Q2 2026, its #10 holding.
  • VisionPoint Advisory Group first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.