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Advus Financial Partners, LLC’s Apple AAPL Stock Holding History

Advus Financial Partners, LLC’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 		$7.16M Sell
24,746
-4,625
-16% -$1.32M 1.63% 11
2026
Q1 		$7.45M Sell
29,371
-5,028
-15% -$1.31M 1.87% 8
2025
Q4 		$9.35M Sell
34,399
-2,564
-7% -$688K 2.27% 7
2025
Q3 		$9.41M Sell
36,963
-818
-2% -$185K 2.26% 7
2025
Q2 		$7.75M Sell
37,781
-2,343
-6% -$473K 1.98% 7
2025
Q1 		$8.91M Sell
40,124
-2,500
-6% -$579K 2.5% 7
2024
Q4 		$10.7M Buy
42,624
+1,187
+3% +$280K 3% 7
2024
Q3 		$9.65M Sell
41,437
-167
-0.4% -$37.3K 2.76% 7
2024
Q2 		$8.76M Sell
41,604
-211
-0.5% -$39.3K 2.67% 7
2024
Q1 		$7.17M Sell
41,815
-791
-2% -$144K 2.22% 8
2023
Q4 		$8.2M Sell
42,606
-503
-1% -$92.9K 2.82% 7
2023
Q3 		$7.38M Buy
43,109
+11,369
+36% +$2.08M 2.9% 8
2023
Q2 		$6.16M Sell
31,740
-10,176
-24% -$1.77M 2.37% 10
2023
Q1 		$6.91M Buy
41,916
+1,686
+4% +$249K 2.86% 8
2022
Q4 		$5.23M Sell
40,230
-1,780
-4% -$254K 2.28% 11
2022
Q3 		$5.81M Buy
42,010
+12,273
+41% +$1.93M 3.09% 8
2022
Q2 		$4.07M Buy
29,737
+204
+0.7% +$30.9K 2.14% 12
2022
Q1 		$5.16M Buy
+29,533
New +$4.97M 2.63% 9
2021
Q3 		$4.68M Buy
+26,356
New +$3.88M 2.58% 10

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

Advus Financial Partners, LLC's AAPL Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Apple (AAPL) stake by 16% in Q2 2026, selling an estimated $1.32M and leaving 24,746 shares worth $7.16M. The position accounts for 1.63% of the portfolio, ranked #11.

Advus Financial Partners, LLC first reported a position in AAPL in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.7M in Q4 2024. 6,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Advus Financial Partners, LLC held 24,746 shares of Apple worth $7.16M as of Q2 2026.
  • Advus Financial Partners, LLC sold 4,625 Apple shares in Q2 2026, an estimated $1.32M.
  • Apple made up 1.63% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #11 holding.
  • Advus Financial Partners, LLC first reported a position in Apple in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Apple position peaked at $10.7M in Q4 2024.
  • 6,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.