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Wellspring Financial Advisors’s Apple AAPL Stock Holding History

Wellspring Financial 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 		$51.5M Sell
178,366
-1,230
-0.7% -$352K 3.39% 7
2026
Q1 		$45.6M Buy
179,596
+76,893
+75% +$20M 3.42% 7
2025
Q4 		$27.9M Buy
102,703
+33,673
+49% +$9.04M 2.21% 12
2025
Q3 		$17.6M Sell
69,030
-988
-1% -$223K 1.61% 15
2025
Q2 		$14.4M Buy
70,018
+2,852
+4% +$576K 1.44% 14
2025
Q1 		$14.9M Buy
67,166
+2,365
+4% +$548K 1.66% 13
2024
Q4 		$16.2M Buy
64,801
+3,066
+5% +$723K 1.7% 14
2024
Q3 		$8.46M Buy
61,735
+4,538
+8% +$1.01M 1.01% 21
2024
Q2 		$12M Buy
57,197
+26,510
+86% +$4.94M 1.64% 16
2024
Q1 		$5.26M Buy
30,687
+537
+2% +$97.6K 0.83% 24
2023
Q4 		$5.8M Buy
30,150
+2,141
+8% +$395K 1.44% 21
2023
Q3 		$4.8M Buy
28,009
+3,340
+14% +$613K 1.4% 21
2023
Q2 		$4.78M Sell
24,669
-381
-2% -$66.4K 1.35% 22
2023
Q1 		$4.13M Sell
25,050
-12,064
-33% -$1.78M 1.23% 23
2022
Q4 		$4.82M Buy
37,114
+10,309
+38% +$1.47M 1.6% 18
2022
Q3 		$3.71M Sell
26,805
-4,043
-13% -$635K 1.37% 22
2022
Q2 		$4.22M Buy
30,848
+4,143
+16% +$627K 1.47% 21
2022
Q1 		$4.66M Buy
26,705
+302
+1% +$50.8K 1.37% 18
2021
Q4 		$4.69M Buy
26,403
+49
+0.2% +$7.74K 1.31% 19
2021
Q3 		$3.73M Buy
26,354
+303
+1% +$44.6K 1.12% 22
2021
Q2 		$3.57M Buy
26,051
+19,546
+300% +$2.53M 1.12% 25
2021
Q1 		$1.65M Sell
6,505
-19,321
-75% -$2.48M 0.8% 24
2020
Q4 		$3.5M Buy
25,826
+30
+0.1% +$3.61K 1.22% 22
2020
Q3 		$3.07M Buy
25,796
+48
+0.2% +$5.24K 1.2% 19
2020
Q2 		$2.35M Sell
25,748
-272
-1% -$21.1K 0.97% 23
2020
Q1 		$1.65M Buy
+26,020
New +$1.91M 0.8% 24

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

Wellspring Financial Advisors's AAPL Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Apple (AAPL) stake by 0.68% in Q2 2026, selling an estimated $352K and leaving 178,366 shares worth $51.5M. The position accounts for 3.39% of the portfolio, ranked #7.

Wellspring Financial Advisors first reported a position in AAPL in Q1 2020 and has held it in 26 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wellspring Financial Advisors held 178,366 shares of Apple worth $51.5M as of Q2 2026.
  • Wellspring Financial Advisors sold 1,230 Apple shares in Q2 2026, an estimated $352K.
  • Apple made up 3.39% of Wellspring Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Wellspring Financial Advisors first reported a position in Apple in Q1 2020 and has held it in 26 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.