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WealthCare Asset Management’s Apple AAPL Stock Holding History

WealthCare Asset Management’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 		$12.8M Buy
44,244
+25,241
+133% +$7.22M 5.32% 3
2026
Q1 		$4.82M Sell
19,003
-778
-4% -$202K 5.13% 8
2025
Q4 		$5.05M Buy
+19,781
New +$5.31M 3.19% 9

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthCare Asset Management's AAPL Position: Q2 2026 in Review

WealthCare Asset Management increased its Apple (AAPL) stake by 133% in Q2 2026, buying an estimated $7.22M and bringing the position to 44,244 shares worth $12.8M. The position accounts for 5.32% of the portfolio, ranked #3.

WealthCare Asset Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WealthCare Asset Management held 44,244 shares of Apple worth $12.8M as of Q2 2026.
  • WealthCare Asset Management bought 25,241 Apple shares in Q2 2026, an estimated $7.22M.
  • Apple made up 5.32% of WealthCare Asset Management's portfolio in Q2 2026, its #3 holding.
  • WealthCare Asset Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WealthCare Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.