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Wealthquest’s Apple AAPL Stock Holding History

Wealthquest’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 		– Sell
-1,200
Closed -$780K – 178
2026
Q1 		$780K Buy
+1,200
New +$312K 0.06% 66

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealthquest's AAPL Position: Q2 2026 in Review

Wealthquest increased its Apple (AAPL) stake by 6.5% in Q2 2026, buying an estimated $1.06M and bringing the position to 61,154 shares worth $17.7M. The position accounts for 1.12% of the portfolio, ranked #17.

Wealthquest first reported a position in AAPL in Q4 2014 and has held it in 34 quarters since. 2,365 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealthquest held 61,154 shares of Apple worth $17.7M as of Q2 2026.
  • Wealthquest bought 3,717 Apple shares in Q2 2026, an estimated $1.06M.
  • Apple made up 1.12% of Wealthquest's portfolio in Q2 2026, its #17 holding.
  • Wealthquest first reported a position in Apple in Q4 2014 and has held it in 34 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.