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Wealthstar Advisors’s Apple AAPL Stock Holding History

Wealthstar Advisors’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 		$1.66M Buy
5,738
+2
+0% +$572 0.48% 38
2026
Q1 		$1.46M Sell
5,736
-501
-8% -$130K 0.68% 30
2025
Q4 		$1.7M Sell
6,237
-2,746
-31% -$737K 0.75% 24
2025
Q3 		$2.29M Sell
8,983
-44
-0.5% -$9.94K 0.9% 17
2025
Q2 		$1.85M Sell
9,027
-26
-0.3% -$5.25K 0.7% 26
2025
Q1 		$2.01M Sell
9,053
-201
-2% -$46.6K 0.92% 24
2024
Q4 		$2.32M Buy
+9,254
New +$2.18M 1.01% 16
2024
Q2 		$486K Sell
2,309
-7,156
-76% -$1.33M 0.39% 21
2024
Q1 		$1.62M Buy
9,465
+54
+0.6% +$9.82K 0.57% 23
2023
Q4 		$1.81M Buy
9,411
+2
+0% +$369 0.29% 19
2023
Q3 		$1.61M Sell
9,409
-32
-0.3% -$5.87K 0.62% 22
2023
Q2 		$1.83M Sell
9,441
-67
-0.7% -$11.7K 0.77% 17
2023
Q1 		$1.57M Sell
9,508
-756
-7% -$112K 0.59% 22
2022
Q4 		$1.33M Buy
10,264
+496
+5% +$70.9K 0.61% 21
2022
Q3 		$1.35M Buy
9,768
+582
+6% +$91.3K 0.65% 21
2022
Q2 		$1.26M Buy
9,186
+228
+3% +$34.5K 0.49% 27
2022
Q1 		$1.58M Sell
8,958
-827
-8% -$139K 0.58% 23
2021
Q4 		$1.74M Sell
9,785
-149
-1% -$23.5K 0.6% 23
2021
Q3 		$1.41M Sell
9,934
-351
-3% -$51.7K 0.43% 33
2021
Q2 		$1.41M Buy
+10,285
New +$1.33M 0.44% 33
2020
Q1 		$713K Sell
11,212
-1,120
-9% -$82.4K 0.5% 19
2019
Q4 		$905K Buy
12,332
+2,096
+20% +$135K 0.56% 18
2019
Q3 		$575K Buy
10,236
+28
+0.3% +$1.46K 0.32% 23
2019
Q2 		$506K Buy
10,208
+1,092
+12% +$53.2K 0.3% 25
2019
Q1 		$434K Buy
9,116
+896
+11% +$38K 0.27% 28
2018
Q4 		$323K Sell
8,220
-1,816
-18% -$88K 0.24% 36
2018
Q3 		$565K Buy
10,036
+732
+8% +$38.1K 0.33% 24
2018
Q2 		$486K Sell
9,304
-20
-0.2% -$907 0.15% 28
2018
Q1 		$391K Buy
+9,324
New +$401K 0.12% 29

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wealthstar Advisors's AAPL Position: Q2 2026 in Review

Wealthstar Advisors increased its Apple (AAPL) stake by 0.03% in Q2 2026, buying an estimated $572 and bringing the position to 5,738 shares worth $1.66M. The position accounts for 0.48% of the portfolio, ranked #38.

Wealthstar Advisors first reported a position in AAPL in Q1 2018 and has held it in 29 quarters since. The position peaked at $2.32M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealthstar Advisors held 5,738 shares of Apple worth $1.66M as of Q2 2026.
  • Wealthstar Advisors bought 2 Apple shares in Q2 2026, an estimated $572.
  • Apple made up 0.48% of Wealthstar Advisors's portfolio in Q2 2026, its #38 holding.
  • Wealthstar Advisors first reported a position in Apple in Q1 2018 and has held it in 29 quarters since.
  • Wealthstar Advisors's Apple position peaked at $2.32M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.