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Wealthcare Capital Management’s Apple AAPL Stock Holding History

Wealthcare Capital 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 		$2.2M Sell
7,618
-1,399
-16% -$400K 0.21% 30
2026
Q1 		$2.29M Sell
9,017
-2,099
-19% -$546K 0.23% 26
2025
Q4 		$3.02M Buy
11,116
+1,480
+15% +$397K 0.3% 20
2025
Q3 		$2.45M Sell
9,636
-267
-3% -$60.3K 0.25% 22
2025
Q2 		$2.03M Sell
9,903
-3,742
-27% -$756K 0.21% 21
2025
Q1 		$3.03M Buy
13,645
+1,960
+17% +$454K 0.31% 19
2024
Q4 		$2.93M Buy
11,685
+596
+5% +$140K 0.29% 18
2024
Q3 		$2.58M Buy
11,089
+362
+3% +$80.8K 0.26% 20
2024
Q2 		$2.26M Buy
10,727
+962
+10% +$179K 0.24% 20
2024
Q1 		$1.67M Sell
9,765
-387
-4% -$70.4K 0.19% 22
2023
Q4 		$1.95M Buy
10,152
+2,368
+30% +$437K 0.22% 20
2023
Q3 		$1.33M Sell
7,784
-2,396
-24% -$439K 0.16% 28
2023
Q2 		$1.97M Buy
10,180
+158
+2% +$27.5K 0.23% 18
2023
Q1 		$1.65M Buy
10,022
+4
+0% +$590 0.2% 16
2022
Q4 		$1.3M Buy
10,018
+13
+0.1% +$1.86K 0.17% 22
2022
Q3 		$1.38M Buy
10,005
+135
+1% +$21.2K 0.17% 19
2022
Q2 		$1.35M Sell
9,870
-3,150
-24% -$477K 0.15% 20
2022
Q1 		$2.27M Buy
13,020
+3,491
+37% +$587K 0.22% 19
2021
Q4 		$1.69M Sell
9,529
-864
-8% -$137K 0.16% 24
2021
Q3 		$1.47M Buy
10,393
+131
+1% +$19.3K 0.14% 22
2021
Q2 		$1.41M Sell
10,262
-207
-2% -$26.8K 0.14% 23
2021
Q1 		$1.28M Buy
10,469
+742
+8% +$95.2K 0.13% 24
2020
Q4 		$1.29M Buy
9,727
+176
+2% +$21.2K 0.13% 23
2020
Q3 		$1.11M Buy
9,551
+471
+5% +$51.4K 0.13% 23
2020
Q2 		$828K Buy
9,080
+1,768
+24% +$137K 0.1% 25
2020
Q1 		$465K Sell
7,312
-1,068
-13% -$78.5K 0.06% 34
2019
Q4 		$615K Buy
8,380
+1,392
+20% +$89.6K 0.07% 33
2019
Q3 		$391K Hold
6,988
– – 0.05% 41
2019
Q2 		$346K Buy
6,988
+280
+4% +$13.6K 0.05% 39
2019
Q1 		$319K Hold
6,708
– – 0.05% 42
2018
Q4 		$265K Hold
6,708
– – 0.04% 47
2018
Q3 		$379K Buy
6,708
+836
+14% +$43.5K 0.04% 36
2018
Q2 		$272K Sell
5,872
-512
-8% -$23.2K 0.03% 39
2018
Q1 		$268K Sell
6,384
-292
-4% -$12.6K 0.03% 38
2017
Q4 		$282K Sell
6,676
-396
-6% -$16.5K 0.03% 37
2017
Q3 		$272K Sell
7,072
-400
-5% -$15.5K 0.03% 38
2017
Q2 		$269K Hold
7,472
– – 0.03% 39
2017
Q1 		$268K Sell
7,472
-1,000
-12% -$32.9K 0.03% 40
2016
Q4 		$245K Buy
8,472
+808
+11% +$22.9K 0.03% 41
2016
Q3 		$217K Sell
7,664
-1,500
-16% -$39.7K 0.02% 41
2016
Q2 		$219K Sell
9,164
-3,800
-29% -$94.4K 0.03% 40
2016
Q1 		$353K Sell
12,964
-880
-6% -$21.9K 0.04% 29
2015
Q4 		$364K Buy
13,844
+1,480
+12% +$42.3K 0.04% 33
2015
Q3 		$341K Sell
12,364
-620
-5% -$18.2K 0.04% 32
2015
Q2 		$407K Sell
12,984
-18,460
-59% -$590K 0.05% 28
2015
Q1 		$978K Buy
31,444
+22,380
+247% +$676K 0.12% 24
2014
Q4 		$250K Buy
9,064
+1,448
+19% +$39.4K 0.03% 35
2014
Q3 		$192K Buy
7,616
+2,352
+45% +$57.7K 0.03% 44
2014
Q2 		$122K Hold
5,264
– – 0.02% 49
2014
Q1 		$101K Buy
5,264
+952
+22% +$18.1K 0.02% 57
2013
Q4 		$86K Buy
4,312
+4,060
+1,611% +$76.7K 0.01% 34
2013
Q3 		$4K Hold
252
– – ﹤0.01% 94
2013
Q2 		$4K Buy
+252
New +$3.88K ﹤0.01% 95

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

Wealthcare Capital Management's AAPL Position: Q2 2026 in Review

Wealthcare Capital Management reduced its Apple (AAPL) stake by 16% in Q2 2026, selling an estimated $400K and leaving 7,618 shares worth $2.2M. The position accounts for 0.21% of the portfolio, ranked #30.

Wealthcare Capital Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.03M in Q1 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealthcare Capital Management held 7,618 shares of Apple worth $2.2M as of Q2 2026.
  • Wealthcare Capital Management sold 1,399 Apple shares in Q2 2026, an estimated $400K.
  • Apple made up 0.21% of Wealthcare Capital Management's portfolio in Q2 2026, its #30 holding.
  • Wealthcare Capital Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Wealthcare Capital Management's Apple position peaked at $3.03M in Q1 2025.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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