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WealthCare Investment Partners’s Apple AAPL Stock Holding History

WealthCare Investment 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 		$3.97M Buy
13,737
+2,965
+28% +$848K 0.97% 29
2026
Q1 		$2.72M Sell
10,772
-46
-0.4% -$12K 0.76% 40
2025
Q4 		$2.93M Sell
10,818
-508
-4% -$136K 0.85% 29
2025
Q3 		$2.89M Buy
11,326
+1,545
+16% +$349K 0.94% 28
2025
Q2 		$2.09M Buy
9,781
+270
+3% +$54.5K 0.75% 39
2025
Q1 		$1.84M Buy
9,511
+87
+0.9% +$20.2K 0.78% 38
2024
Q4 		$2.3M Sell
9,424
-62
-0.7% -$14.6K 1% 31
2024
Q3 		$2.1M Sell
9,486
-1,085
-10% -$242K 0.92% 33
2024
Q2 		$2.23M Sell
10,571
-1,491
-12% -$278K 1.03% 31
2024
Q1 		$2.07M Buy
12,062
+596
+5% +$108K 1% 31
2023
Q4 		$2.13M Buy
11,466
+414
+4% +$76.4K 1.16% 26
2023
Q3 		$1.92M Buy
+11,052
New +$2.03M 1.17% 27
2023
Q2 		– Sell
-10,141
Closed -$1.67M – 120
2023
Q1 		$1.67M Buy
10,141
+137
+1% +$20.2K 1.01% 28
2022
Q4 		$1.3M Sell
10,004
-76
-0.8% -$10.9K 0.89% 31
2022
Q3 		$1.39M Sell
10,080
-55
-0.5% -$8.63K 1.15% 25
2022
Q2 		$1.39M Buy
10,135
+204
+2% +$30.9K 1.19% 24
2022
Q1 		$1.69M Buy
9,931
+183
+2% +$30.8K 1.5% 16
2021
Q4 		$1.73M Buy
+9,748
New +$1.54M 1.67% 16

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 Investment Partners's AAPL Position: Q2 2026 in Review

WealthCare Investment Partners increased its Apple (AAPL) stake by 28% in Q2 2026, buying an estimated $848K and bringing the position to 13,737 shares worth $3.97M. The position accounts for 0.97% of the portfolio, ranked #29.

WealthCare Investment Partners first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WealthCare Investment Partners held 13,737 shares of Apple worth $3.97M as of Q2 2026.
  • WealthCare Investment Partners bought 2,965 Apple shares in Q2 2026, an estimated $848K.
  • Apple made up 0.97% of WealthCare Investment Partners's portfolio in Q2 2026, its #29 holding.
  • WealthCare Investment Partners first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.