Wealthcare Capital Partners’s Apple AAPL Stock Holding History

Wealthcare Capital 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	$3.81M	Buy	13,171 +103	+0.8%	+$29.5K	1.57%	10
2026 Q1	$3.32M	Sell	13,068 -1,840	-12%	-$479K	1.55%	11
2025 Q4	$4.05M	Sell	14,908 -522	-3%	-$140K	1.9%	8
2025 Q3	$3.93M	Sell	15,430 -129	-0.8%	-$29.1K	1.81%	8
2025 Q2	$3.19M	Sell	15,559 -350	-2%	-$70.7K	1.6%	12
2025 Q1	$3.53M	Buy	15,909 +107	+0.7%	+$24.8K	1.82%	9
2024 Q4	$3.96M	Buy	+15,802	New	+$3.72M	2.06%	7

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Wealthcare Capital Partners increased its Apple (AAPL) stake by 0.79% in Q2 2026, buying an estimated $29.5K and bringing the position to 13,171 shares worth $3.81M. The position accounts for 1.57% of the portfolio, ranked #10.

Wealthcare Capital Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.05M in Q4 2025. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Wealthcare Capital Partners held 13,171 shares of Apple worth $3.81M as of Q2 2026.
Wealthcare Capital Partners bought 103 Apple shares in Q2 2026, an estimated $29.5K.
Apple made up 1.57% of Wealthcare Capital Partners's portfolio in Q2 2026, its #10 holding.
Wealthcare Capital Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Apple position peaked at $4.05M in Q4 2025.
3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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