Wealthcare Advisory Partners’s Apple AAPL Stock Holding History

Wealthcare Advisory Partners’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	$57.4M	Sell	198,490 -64,204	-24%	-$18.4M	1.09%	18
2026 Q1	$66.7M	Sell	262,694 -4,547	-2%	-$1.18M	1.3%	12
2025 Q4	$72.7M	Buy	267,241 +43,188	+19%	+$11.6M	1.43%	10
2025 Q3	$57.1M	Sell	224,053 -922	-0.4%	-$208K	1.19%	15
2025 Q2	$46.2M	Buy	224,975 +9,275	+4%	+$1.87M	1.05%	17
2025 Q1	$47.9M	Buy	215,700 +1,090	+0.5%	+$253K	1.29%	13
2024 Q4	$53.7M	Sell	214,610 -1,336	-0.6%	-$315K	1.49%	11
2024 Q3	$50.3M	Sell	215,946 -2,363	-1%	-$528K	1.43%	11
2024 Q2	$46M	Buy	218,309 +16,327	+8%	+$3.04M	1.44%	13
2024 Q1	$34.6M	Buy	201,982 +57,456	+40%	+$10.4M	1.14%	20
2023 Q4	$27.8M	Sell	144,526 -4,376	-3%	-$808K	1.11%	16
2023 Q3	$25.5M	Buy	148,902 +1,303	+0.9%	+$239K	1.17%	14
2023 Q2	$28.6M	Sell	147,599 -22,767	-13%	-$3.97M	1.28%	13
2023 Q1	$28.1M	Buy	170,366 +725	+0.4%	+$107K	1.21%	14
2022 Q4	$22M	Buy	169,641 +7,076	+4%	+$1.01M	1.05%	19
2022 Q3	$22.5M	Buy	162,565 +26,604	+20%	+$4.18M	1.28%	14
2022 Q2	$18.6M	Buy	135,961 +5,847	+4%	+$885K	1.12%	21
2022 Q1	$22.7M	Sell	130,114 -1,694	-1%	-$285K	1.38%	15
2021 Q4	$23.4M	Sell	131,808 -3,762	-3%	-$595K	1.4%	16
2021 Q3	$19.2M	Sell	135,570 -269	-0.2%	-$39.6K	1.25%	19
2021 Q2	$18.6M	Sell	135,839 -1,554	-1%	-$201K	1.25%	18
2021 Q1	$16.8M	Buy	137,393 +20,611	+18%	+$2.65M	1.22%	18
2020 Q4	$15.5M	Buy	116,782 +16,937	+17%	+$2.04M	1.38%	18
2020 Q3	$11.6M	Sell	99,845 -14,095	-12%	-$1.54M	1.27%	18
2020 Q2	$10.4M	Buy	113,940 +280	+0.2%	+$21.7K	1.3%	18
2020 Q1	$7.23M	Buy	113,660 +30,416	+37%	+$2.24M	1.06%	18
2019 Q4	$6.11M	Buy	83,244 +10,096	+14%	+$650K	0.78%	21
2019 Q3	$4.1M	Buy	73,148 +6,264	+9%	+$327K	0.59%	27
2019 Q2	$3.31M	Buy	66,884 +9,944	+17%	+$485K	0.52%	31
2019 Q1	$2.7M	Buy	56,940 +2,128	+4%	+$90.3K	0.46%	33
2018 Q4	$2.16M	Sell	54,812 -10,124	-16%	-$491K	0.42%	37
2018 Q3	$3.67M	Sell	64,936 -42,096	-39%	-$2.19M	0.67%	26
2018 Q2	$4.95M	Buy	107,032 +6,160	+6%	+$279K	0.97%	20
2018 Q1	$4.23M	Buy	100,872 +19,096	+23%	+$822K	0.96%	18
2017 Q4	$3.46M	Buy	81,776 +46,424	+131%	+$1.94M	0.89%	21
2017 Q3	$1.36M	Buy	35,352 +34,076	+2,671%	+$1.32M	0.4%	33
2017 Q2	$46K	Buy	1,276 +188	+17%	+$6.95K	0.02%	50
2017 Q1	$39K	Sell	1,088 -304	-22%	-$10K	0.02%	46
2016 Q4	$40K	Buy	1,392 +312	+29%	+$8.85K	0.02%	48
2016 Q3	$30K	Buy	1,080 +8	+0.7%	+$212	0.02%	43
2016 Q2	$26K	Buy	+1,072	New	+$26.6K	0.02%	61

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

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wealthcare Advisory Partners's AAPL Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Apple (AAPL) stake by 24% in Q2 2026, selling an estimated $18.4M and leaving 198,490 shares worth $57.4M. The position accounts for 1.09% of the portfolio, ranked #18.

Wealthcare Advisory Partners first reported a position in AAPL in Q2 2016 and has held it in 41 quarters since. The position peaked at $72.7M in Q4 2025. 1,790 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Wealthcare Advisory Partners held 198,490 shares of Apple worth $57.4M as of Q2 2026.
Wealthcare Advisory Partners sold 64,204 Apple shares in Q2 2026, an estimated $18.4M.
Apple made up 1.09% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #18 holding.
Wealthcare Advisory Partners first reported a position in Apple in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's Apple position peaked at $72.7M in Q4 2025.
1,790 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.