Wealth Enhancement Advisory Services
AAPL icon

Wealth Enhancement Advisory Services’s Apple AAPL Stock Holding History

Wealth Enhancement Advisory Services’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 		$672K Buy
+2,300
New +$658K ﹤0.01% 2417
2025
Q1 		– Sell
-10,900
Closed -$728K – 2975
2024
Q4 		$728K Sell
10,900
-3,300
-23% -$778K ﹤0.01% 1732
2024
Q3 		$730K Buy
14,200
+9,000
+173% +$2.01M ﹤0.01% 1582
2024
Q2 		$143K Buy
+5,200
New +$970K ﹤0.01% 2357

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
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's AAPL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Apple (AAPL) stake by 15% in Q2 2026, buying an estimated $243M and bringing the position to 6,393,572 shares worth $1.87B. The position accounts for 3.13% of the portfolio, ranked #2.

Wealth Enhancement Advisory Services first reported a position in AAPL in Q2 2015 and has held it in 45 quarters since. The position peaked at $2.05B in Q4 2025. 1,217 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,393,572 shares of Apple worth $1.87B as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 849,756 Apple shares in Q2 2026, an estimated $243M.
  • Apple made up 3.13% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2 holding.
  • Wealth Enhancement Advisory Services first reported a position in Apple in Q2 2015 and has held it in 45 quarters since.
  • Wealth Enhancement Advisory Services's Apple position peaked at $2.05B in Q4 2025.
  • 1,217 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.