Vista Investment Partners II’s Apple AAPL Stock Holding History

Vista Investment Partners II’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	$5.82M	Buy	20,119 +241	+1%	+$68.9K	2.28%	7
2026 Q1	$5.04M	Sell	19,878 -10	-0.1%	-$2.6K	2.26%	6
2025 Q4	$5.41M	Sell	19,888 -472	-2%	-$127K	2.33%	7
2025 Q3	$5.18M	Sell	20,360 -1,038	-5%	-$234K	2.42%	7
2025 Q2	$4.39M	Buy	21,398 +428	+2%	+$86.4K	2.12%	8
2025 Q1	$4.66M	Buy	20,970 +562	+3%	+$130K	2.58%	6
2024 Q4	$5.11M	Buy	+20,408	New	+$4.81M	3.02%	4

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Vista Investment Partners II's AAPL Position: Q2 2026 in Review

Vista Investment Partners II increased its Apple (AAPL) stake by 1.2% in Q2 2026, buying an estimated $68.9K and bringing the position to 20,119 shares worth $5.82M. The position accounts for 2.28% of the portfolio, ranked #7.

Vista Investment Partners II first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,282 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Vista Investment Partners II held 20,119 shares of Apple worth $5.82M as of Q2 2026.
Vista Investment Partners II bought 241 Apple shares in Q2 2026, an estimated $68.9K.
Apple made up 2.28% of Vista Investment Partners II's portfolio in Q2 2026, its #7 holding.
Vista Investment Partners II first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
2,282 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.