XY Planning Network’s Apple AAPL Stock Holding History

XY Planning Network’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	$5.39M	Sell	18,613 -5,553	-23%	-$1.59M	0.68%	34
2026 Q1	$6.18M	Sell	24,166 -1,384	-5%	-$360K	0.99%	25
2025 Q4	$6.95M	Buy	25,550 +8,495	+50%	+$2.28M	1.21%	20
2025 Q3	$3.5M	Hold	17,055	–	–	1.19%	22
2025 Q2	$3.5M	Buy	17,055 +11,757	+222%	+$2.37M	1.19%	22
2025 Q1	$1.18M	Buy	5,298 +922	+21%	+$214K	0.79%	37
2024 Q4	$1.1M	Buy	+4,376	New	+$1.03M	0.82%	38

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

XY Planning Network's AAPL Position: Q2 2026 in Review

XY Planning Network reduced its Apple (AAPL) stake by 23% in Q2 2026, selling an estimated $1.59M and leaving 18,613 shares worth $5.39M. The position accounts for 0.68% of the portfolio, ranked #34.

XY Planning Network first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.95M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

XY Planning Network held 18,613 shares of Apple worth $5.39M as of Q2 2026.
XY Planning Network sold 5,553 Apple shares in Q2 2026, an estimated $1.59M.
Apple made up 0.68% of XY Planning Network's portfolio in Q2 2026, its #34 holding.
XY Planning Network first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's Apple position peaked at $6.95M in Q4 2025.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.