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Wealth Group’s Apple AAPL Stock Holding History

Wealth 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 		$59.2M Buy
204,571
+155,198
+314% +$44.4M 14.77% 1
2026
Q1 		$12.5M Buy
49,373
+284
+0.6% +$73.9K 11.69% 1
2025
Q4 		$13.3M Buy
+49,089
New +$13.2M 13.01% 1
2025
Q2 		$10.5M Sell
50,949
-24,391
-32% -$4.93M 10.37% 1
2025
Q1 		$16.7M Buy
75,340
+1,344
+2% +$311K 10.85% 1
2024
Q4 		$18.5M Sell
73,996
-219
-0.3% -$51.6K 11.99% 1
2024
Q3 		$17.3M Buy
74,215
+673
+0.9% +$150K 11.6% 1
2024
Q2 		$15.5M Buy
73,542
+3,778
+5% +$705K 11.12% 1
2024
Q1 		$12M Buy
+69,764
New +$12.7M 9.03% 1

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Wealth Group's AAPL Position: Q2 2026 in Review

Wealth Group increased its Apple (AAPL) stake by 314% in Q2 2026, buying an estimated $44.4M and bringing the position to 204,571 shares worth $59.2M. The position accounts for 14.77% of the portfolio, ranked #1.

Wealth Group first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Group held 204,571 shares of Apple worth $59.2M as of Q2 2026.
  • Wealth Group bought 155,198 Apple shares in Q2 2026, an estimated $44.4M.
  • Apple made up 14.77% of Wealth Group's portfolio in Q2 2026, its #1 holding.
  • Wealth Group first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.