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Ascentis Wealth Management, LLC → AAPL
Ascentis Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
294
Latest value
$25K
Q2 2026
Peak value
$2.2M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $580K |
| Q1 2026 | $8K |
| Q1 2026 | $208K |
| Q1 2026 | $273K |
| Q1 2026 | $1.3M |
| Q1 2026 | $1M |
| Q1 2026 | $1.5M |
| Q1 2026 | $53K |
| Q1 2026 | $2.2M |
| Q1 2026 | $871K |
| Q1 2026 | $507 |
| Q1 2026 | $8K |
| Q1 2026 | $25K |
| Q2 2026 | $1M |
| Q2 2026 | $578 |
| Q2 2026 | $238K |
| Q2 2026 | $5K |
| Q2 2026 | $3K |
| Q2 2026 | $7K |
| Q2 2026 | $7K |
| Q2 2026 | $73K |
| Q2 2026 | $8K |
| Q2 2026 | $16K |
| Q2 2026 | $868 |
| Q2 2026 | $7K |
| Q2 2026 | $10K |
| Q2 2026 | $6K |
| Q2 2026 | $9K |
| Q2 2026 | $3K |
| Q2 2026 | $13K |
| Q2 2026 | $22K |
| Q2 2026 | $12K |
| Q2 2026 | $10K |
| Q2 2026 | $8K |
| Q2 2026 | $1K |
| Q2 2026 | $1K |
| Q2 2026 | $45K |
| Q2 2026 | $10K |
| Q2 2026 | $5K |
| Q2 2026 | $3K |
| Q2 2026 | $14K |
| Q2 2026 | $92K |
| Q2 2026 | $2K |
| Q2 2026 | $181K |
| Q2 2026 | $872 |
| Q2 2026 | $21K |
| Q2 2026 | $18K |
| Q2 2026 | $5K |
| Q2 2026 | $16K |
| Q2 2026 | $2K |
| Q2 2026 | $9K |
| Q2 2026 | $19K |
| Q2 2026 | $12K |
| Q2 2026 | $17K |
| Q2 2026 | $2K |
| Q2 2026 | $5K |
| Q2 2026 | $22K |
| Q2 2026 | $6K |
| Q2 2026 | $13K |
| Q2 2026 | $11K |
| Q2 2026 | $40K |
| Q2 2026 | $7K |
| Q2 2026 | $8K |
| Q2 2026 | $1K |
| Q2 2026 | $22K |
| Q2 2026 | $3K |
| Q2 2026 | $76K |
| Q2 2026 | $7K |
| Q2 2026 | $140K |
| Q2 2026 | $4K |
| Q2 2026 | $10K |
| Q2 2026 | $8K |
| Q2 2026 | $19K |
| Q2 2026 | $3K |
| Q2 2026 | $128K |
| Q2 2026 | $1K |
| Q2 2026 | $3K |
| Q2 2026 | $11K |
| Q2 2026 | $30K |
| Q2 2026 | $7K |
| Q2 2026 | $3K |
| Q2 2026 | $35K |
| Q2 2026 | $35K |
| Q2 2026 | $3K |
| Q2 2026 | $32K |
| Q2 2026 | $60K |
| Q2 2026 | $868 |
| Q2 2026 | $44K |
| Q2 2026 | $121K |
| Q2 2026 | $9K |
| Q2 2026 | $3K |
| Q2 2026 | $10K |
| Q2 2026 | $18K |
| Q2 2026 | $4K |
| Q2 2026 | $16K |
| Q2 2026 | $64K |
| Q2 2026 | $19K |
| Q2 2026 | $24K |
| Q2 2026 | $2K |
| Q2 2026 | $15K |
| Q2 2026 | $28K |
| Q2 2026 | $21K |
| Q2 2026 | $9K |
| Q2 2026 | $10K |
| Q2 2026 | $3K |
| Q2 2026 | $25K |
| Q2 2026 | $54K |
| Q2 2026 | $1K |
| Q2 2026 | $63K |
| Q2 2026 | $18K |
| Q2 2026 | $134K |
| Q2 2026 | $41K |
| Q2 2026 | $2K |
| Q2 2026 | $614K |
| Q2 2026 | $38K |
| Q2 2026 | $75K |
| Q2 2026 | $54K |
| Q2 2026 | $41K |
| Q2 2026 | $35K |
| Q2 2026 | $9K |
| Q2 2026 | $1K |
| Q2 2026 | $116K |
| Q2 2026 | $58K |
| Q2 2026 | $58K |
| Q2 2026 | $75K |
| Q2 2026 | $9K |
| Q2 2026 | $26K |
| Q2 2026 | $10K |
| Q2 2026 | $38K |
| Q2 2026 | $9K |
| Q2 2026 | $3K |
| Q2 2026 | $3K |
| Q2 2026 | $41K |
| Q2 2026 | $20K |
| Q2 2026 | $5K |
| Q2 2026 | $38K |
| Q2 2026 | $65K |
| Q2 2026 | $176K |
| Q2 2026 | $32K |
| Q2 2026 | $12K |
| Q2 2026 | $9K |
| Q2 2026 | $554K |
| Q2 2026 | $289K |
| Q2 2026 | $1M |
| Q2 2026 | $1.2M |
| Q2 2026 | $65K |
| Q2 2026 | $62K |
| Q2 2026 | $503K |
| Q2 2026 | $117K |
| Q2 2026 | $261K |
| Q2 2026 | $238K |
| Q2 2026 | $5K |
| Q2 2026 | $3K |
| Q2 2026 | $7K |
| Q2 2026 | $7K |
| Q2 2026 | $73K |
| Q2 2026 | $8K |
| Q2 2026 | $16K |
| Q2 2026 | $868 |
| Q2 2026 | $7K |
| Q2 2026 | $10K |
| Q2 2026 | $6K |
| Q2 2026 | $9K |
| Q2 2026 | $3K |
| Q2 2026 | $13K |
| Q2 2026 | $22K |
| Q2 2026 | $12K |
| Q2 2026 | $10K |
| Q2 2026 | $8K |
| Q2 2026 | $1K |
| Q2 2026 | $1K |
| Q2 2026 | $45K |
| Q2 2026 | $10K |
| Q2 2026 | $5K |
| Q2 2026 | $3K |
| Q2 2026 | $14K |
| Q2 2026 | $92K |
| Q2 2026 | $2K |
| Q2 2026 | $181K |
| Q2 2026 | $872 |
| Q2 2026 | $21K |
| Q2 2026 | $18K |
| Q2 2026 | $5K |
| Q2 2026 | $16K |
| Q2 2026 | $2K |
| Q2 2026 | $9K |
| Q2 2026 | $19K |
| Q2 2026 | $12K |
| Q2 2026 | $17K |
| Q2 2026 | $2K |
| Q2 2026 | $5K |
| Q2 2026 | $22K |
| Q2 2026 | $6K |
| Q2 2026 | $13K |
| Q2 2026 | $11K |
| Q2 2026 | $40K |
| Q2 2026 | $7K |
| Q2 2026 | $8K |
| Q2 2026 | $1K |
| Q2 2026 | $22K |
| Q2 2026 | $3K |
| Q2 2026 | $76K |
| Q2 2026 | $7K |
| Q2 2026 | $140K |
| Q2 2026 | $4K |
| Q2 2026 | $10K |
| Q2 2026 | $8K |
| Q2 2026 | $19K |
| Q2 2026 | $3K |
| Q2 2026 | $128K |
| Q2 2026 | $1K |
| Q2 2026 | $3K |
| Q2 2026 | $11K |
| Q2 2026 | $30K |
| Q2 2026 | $7K |
| Q2 2026 | $3K |
| Q2 2026 | $35K |
| Q2 2026 | $35K |
| Q2 2026 | $3K |
| Q2 2026 | $32K |
| Q2 2026 | $60K |
| Q2 2026 | $868 |
| Q2 2026 | $44K |
| Q2 2026 | $121K |
| Q2 2026 | $9K |
| Q2 2026 | $3K |
| Q2 2026 | $10K |
| Q2 2026 | $18K |
| Q2 2026 | $4K |
| Q2 2026 | $16K |
| Q2 2026 | $64K |
| Q2 2026 | $19K |
| Q2 2026 | $24K |
| Q2 2026 | $15K |
| Q2 2026 | $28K |
| Q2 2026 | $21K |
| Q2 2026 | $9K |
| Q2 2026 | $10K |
| Q2 2026 | $3K |
| Q2 2026 | $25K |
| Q2 2026 | $54K |
| Q2 2026 | $1K |
| Q2 2026 | $63K |
| Q2 2026 | $18K |
| Q2 2026 | $134K |
| Q2 2026 | $22K |
| Q2 2026 | $12K |
| Q2 2026 | $41K |
| Q2 2026 | $2K |
| Q2 2026 | $11K |
| Q2 2026 | $614K |
| Q2 2026 | $38K |
| Q2 2026 | $75K |
| Q2 2026 | $54K |
| Q2 2026 | $41K |
| Q2 2026 | $21K |
| Q2 2026 | $35K |
| Q2 2026 | $9K |
| Q2 2026 | $1K |
| Q2 2026 | $116K |
| Q2 2026 | $58K |
| Q2 2026 | $58K |
| Q2 2026 | $75K |
| Q2 2026 | $9K |
| Q2 2026 | $26K |
| Q2 2026 | $10K |
| Q2 2026 | $38K |
| Q2 2026 | $9K |
| Q2 2026 | $3K |
| Q2 2026 | $3K |
| Q2 2026 | $41K |
| Q2 2026 | $20K |
| Q2 2026 | $9K |
| Q2 2026 | $53K |
| Q2 2026 | $5K |
| Q2 2026 | $38K |
| Q2 2026 | $65K |
| Q2 2026 | $176K |
| Q2 2026 | $32K |
| Q2 2026 | $12K |
| Q2 2026 | $9K |
| Q2 2026 | $554K |
| Q2 2026 | $289K |
| Q2 2026 | $1M |
| Q2 2026 | $1.2M |
| Q2 2026 | $65K |
| Q2 2026 | $62K |
| Q2 2026 | $503K |
| Q2 2026 | $437K |
| Q2 2026 | $117K |
| Q2 2026 | $261K |
| Q2 2026 | $1M |
| Q2 2026 | $578 |
| Q2 2026 | $25K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $25K | 305 | — | — |
| Q2 2026 | $578 | 2 | — | — |
| Q2 2026 | $1M | 3.5K | — | — |
| Q2 2026 | $261K | 901 | — | — |
| Q2 2026 | $117K | 403 | — | — |
| Q2 2026 | $437K | 1.5K | — | — |
| Q2 2026 | $503K | 1.7K | — | — |
| Q2 2026 | $62K | 215 | — | — |
| Q2 2026 | $65K | 225 | — | — |
| Q2 2026 | $1.2M | 4.2K | — | — |
| Q2 2026 | $1M | 3.6K | — | — |
| Q2 2026 | $289K | 1.0K | — | — |
| Q2 2026 | $554K | 1.9K | — | — |
| Q2 2026 | $9K | 32 | — | — |
| Q2 2026 | $12K | 43 | — | — |
| Q2 2026 | $32K | 111 | — | — |
| Q2 2026 | $176K | 609 | — | — |
| Q2 2026 | $65K | 224 | — | — |
| Q2 2026 | $38K | 130 | — | — |
| Q2 2026 | $5K | 18 | — | — |
| Q2 2026 | $53K | 182 | — | — |
| Q2 2026 | $9K | 32 | — | — |
| Q2 2026 | $20K | 70 | — | — |
| Q2 2026 | $41K | 140 | — | — |
| Q2 2026 | $3K | 9 | — | — |
| Q2 2026 | $3K | 9 | — | — |
| Q2 2026 | $9K | 31 | — | — |
| Q2 2026 | $38K | 131 | — | — |
| Q2 2026 | $10K | 35 | — | — |
| Q2 2026 | $26K | 89 | — | — |
| Q2 2026 | $9K | 32 | — | — |
| Q2 2026 | $75K | 260 | — | — |
| Q2 2026 | $58K | 200 | — | — |
| Q2 2026 | $58K | 200 | — | — |
| Q2 2026 | $116K | 400 | — | — |
| Q2 2026 | $1K | 4 | — | — |
| Q2 2026 | $9K | 31 | — | — |
| Q2 2026 | $35K | 120 | — | — |
| Q2 2026 | $21K | 71 | — | — |
| Q2 2026 | $41K | 140 | — | — |
| Q2 2026 | $54K | 185 | — | — |
| Q2 2026 | $75K | 260 | — | — |
| Q2 2026 | $38K | 130 | — | — |
| Q2 2026 | $614K | 2.1K | — | — |
| Q2 2026 | $11K | 39 | — | — |
| Q2 2026 | $2K | 6 | — | — |
| Q2 2026 | $41K | 140 | — | — |
| Q2 2026 | $12K | 43 | — | — |
| Q2 2026 | $22K | 75 | — | — |
| Q2 2026 | $134K | 464 | — | — |
| Q2 2026 | $18K | 62 | — | — |
| Q2 2026 | $63K | 219 | — | — |
| Q2 2026 | $1K | 5 | — | — |
| Q2 2026 | $54K | 186 | — | — |
| Q2 2026 | $25K | 88 | — | — |
| Q2 2026 | $3K | 10 | — | — |
| Q2 2026 | $10K | 36 | — | — |
| Q2 2026 | $9K | 32 | — | — |
| Q2 2026 | $21K | 71 | — | — |
| Q2 2026 | $28K | 95 | — | — |
| Q2 2026 | $15K | 53 | — | — |
| Q2 2026 | $24K | 82 | — | — |
| Q2 2026 | $19K | 66 | — | — |
| Q2 2026 | $64K | 221 | — | — |
| Q2 2026 | $16K | 54 | — | — |
| Q2 2026 | $4K | 13 | — | — |
| Q2 2026 | $18K | 61 | — | — |
| Q2 2026 | $10K | 36 | — | — |
| Q2 2026 | $3K | 12 | — | — |
| Q2 2026 | $9K | 30 | — | — |
| Q2 2026 | $121K | 419 | — | — |
| Q2 2026 | $44K | 151 | — | — |
| Q2 2026 | $868 | 3 | — | — |
| Q2 2026 | $60K | 207 | — | — |
| Q2 2026 | $32K | 111 | — | — |
| Q2 2026 | $3K | 12 | — | — |
| Q2 2026 | $35K | 122 | — | — |
| Q2 2026 | $35K | 122 | — | — |
| Q2 2026 | $3K | 10 | — | — |
| Q2 2026 | $7K | 24 | — | — |
| Q2 2026 | $30K | 104 | — | — |
| Q2 2026 | $11K | 37 | — | — |
| Q2 2026 | $3K | 10 | — | — |
| Q2 2026 | $1K | 4 | — | — |
| Q2 2026 | $128K | 442 | — | — |
| Q2 2026 | $3K | 11 | — | — |
| Q2 2026 | $19K | 67 | — | — |
| Q2 2026 | $8K | 29 | — | — |
| Q2 2026 | $10K | 34 | — | — |
| Q2 2026 | $4K | 15 | — | — |
| Q2 2026 | $140K | 485 | — | — |
| Q2 2026 | $7K | 25 | — | — |
| Q2 2026 | $76K | 262 | — | — |
| Q2 2026 | $3K | 12 | — | — |
| Q2 2026 | $22K | 75 | — | — |
| Q2 2026 | $1K | 4 | — | — |
| Q2 2026 | $8K | 29 | — | — |
| Q2 2026 | $7K | 25 | — | — |
| Q2 2026 | $40K | 137 | — | — |
| Q2 2026 | $11K | 38 | — | — |
| Q2 2026 | $13K | 44 | — | — |
| Q2 2026 | $6K | 20 | — | — |
| Q2 2026 | $22K | 75 | — | — |
| Q2 2026 | $5K | 18 | — | — |
| Q2 2026 | $2K | 6 | — | — |
| Q2 2026 | $17K | 58 | — | — |
| Q2 2026 | $12K | 40 | — | — |
| Q2 2026 | $19K | 66 | — | — |
| Q2 2026 | $9K | 31 | — | — |
| Q2 2026 | $2K | 8 | — | — |
| Q2 2026 | $16K | 54 | — | — |
| Q2 2026 | $5K | 17 | — | — |
| Q2 2026 | $18K | 62 | — | — |
| Q2 2026 | $21K | 71 | — | — |
| Q2 2026 | $872 | 3 | — | — |
| Q2 2026 | $181K | 625 | — | — |
| Q2 2026 | $2K | 6 | — | — |
| Q2 2026 | $92K | 318 | — | — |
| Q2 2026 | $14K | 50 | — | — |
| Q2 2026 | $3K | 12 | — | — |
| Q2 2026 | $5K | 17 | — | — |
| Q2 2026 | $10K | 36 | — | — |
| Q2 2026 | $45K | 156 | — | — |
| Q2 2026 | $1K | 4 | — | — |
| Q2 2026 | $1K | 4 | — | — |
| Q2 2026 | $8K | 27 | — | — |
| Q2 2026 | $10K | 34 | — | — |
| Q2 2026 | $12K | 43 | — | — |
| Q2 2026 | $22K | 77 | — | — |
| Q2 2026 | $13K | 44 | — | — |
| Q2 2026 | $3K | 11 | — | — |
| Q2 2026 | $9K | 32 | — | — |
| Q2 2026 | $6K | 21 | — | — |
| Q2 2026 | $10K | 33 | — | — |
| Q2 2026 | $7K | 25 | — | — |
| Q2 2026 | $868 | 3 | — | — |
| Q2 2026 | $16K | 55 | — | — |
| Q2 2026 | $8K | 27 | — | — |
| Q2 2026 | $73K | 252 | — | — |
| Q2 2026 | $7K | 24 | — | — |
| Q2 2026 | $7K | 23 | — | — |
| Q2 2026 | $3K | 11 | — | — |
| Q2 2026 | $5K | 16 | — | — |
| Q2 2026 | $238K | 820 | — | — |
| Q2 2026 | $261K | 542 | — | — |
| Q2 2026 | $117K | 3 | — | — |
| Q2 2026 | $503K | 26 | — | — |
| Q2 2026 | $62K | 4 | — | — |
| Q2 2026 | $65K | 5 | — | — |
| Q2 2026 | $1.2M | 3 | — | — |
| Q2 2026 | $1M | 7 | — | — |
| Q2 2026 | $289K | 3 | — | — |
| Q2 2026 | $554K | 1.0K | — | — |
| Q2 2026 | $9K | 146 | — | — |
| Q2 2026 | $12K | 18 | — | — |
| Q2 2026 | $32K | 86 | — | — |
| Q2 2026 | $176K | 51 | — | — |
| Q2 2026 | $65K | 204 | — | — |
| Q2 2026 | $38K | 3 | — | — |
| Q2 2026 | $5K | 67 | — | — |
| Q2 2026 | $20K | 6 | — | — |
| Q2 2026 | $41K | 8 | — | — |
| Q2 2026 | $3K | 180 | — | — |
| Q2 2026 | $3K | 177 | — | — |
| Q2 2026 | $9K | 44 | — | — |
| Q2 2026 | $38K | 105 | — | — |
| Q2 2026 | $10K | 186 | — | — |
| Q2 2026 | $26K | 73 | — | — |
| Q2 2026 | $9K | 3.8K | — | — |
| Q2 2026 | $75K | 50 | — | — |
| Q2 2026 | $58K | 374 | — | — |
| Q2 2026 | $58K | 27 | — | — |
| Q2 2026 | $116K | 203 | — | — |
| Q2 2026 | $1K | 51 | — | — |
| Q2 2026 | $9K | 6 | — | — |
| Q2 2026 | $35K | 18 | — | — |
| Q2 2026 | $41K | 45 | — | — |
| Q2 2026 | $54K | 88 | — | — |
| Q2 2026 | $75K | 48 | — | — |
| Q2 2026 | $38K | 240 | — | — |
| Q2 2026 | $614K | 25 | — | — |
| Q2 2026 | $2K | 2.0K | — | — |
| Q2 2026 | $41K | 2 | — | — |
| Q2 2026 | $134K | 23 | — | — |
| Q2 2026 | $18K | 71 | — | — |
| Q2 2026 | $63K | 81 | — | — |
| Q2 2026 | $1K | 194 | — | — |
| Q2 2026 | $54K | 11.0K | — | — |
| Q2 2026 | $25K | 302 | — | — |
| Q2 2026 | $3K | 50 | — | — |
| Q2 2026 | $10K | 79 | — | — |
| Q2 2026 | $9K | 19 | — | — |
| Q2 2026 | $21K | 1.1K | — | — |
| Q2 2026 | $28K | 83 | — | — |
| Q2 2026 | $15K | 2 | — | — |
| Q2 2026 | $2K | 148 | — | — |
| Q2 2026 | $24K | 250 | — | — |
| Q2 2026 | $19K | 166 | — | — |
| Q2 2026 | $64K | 10 | — | — |
| Q2 2026 | $16K | 3.1K | — | — |
| Q2 2026 | $4K | 225 | — | — |
| Q2 2026 | $18K | 305 | — | — |
| Q2 2026 | $10K | 34 | — | — |
| Q2 2026 | $3K | 618 | — | — |
| Q2 2026 | $9K | 1.2K | — | — |
| Q2 2026 | $121K | 78 | — | — |
| Q2 2026 | $44K | 955 | — | — |
| Q2 2026 | $868 | 11.0K | — | — |
| Q2 2026 | $60K | 991 | — | — |
| Q2 2026 | $32K | 7 | — | — |
| Q2 2026 | $3K | 130 | — | — |
| Q2 2026 | $35K | 13 | — | — |
| Q2 2026 | $35K | 569 | — | — |
| Q2 2026 | $3K | 10 | — | — |
| Q2 2026 | $7K | 35.0K | — | — |
| Q2 2026 | $30K | 2.7K | — | — |
| Q2 2026 | $11K | 5 | — | — |
| Q2 2026 | $3K | 775 | — | — |
| Q2 2026 | $1K | 10 | — | — |
| Q2 2026 | $128K | 160 | — | — |
| Q2 2026 | $3K | 11 | — | — |
| Q2 2026 | $19K | 8 | — | — |
| Q2 2026 | $8K | 29 | — | — |
| Q2 2026 | $10K | 11 | — | — |
| Q2 2026 | $4K | 650 | — | — |
| Q2 2026 | $140K | 220 | — | — |
| Q2 2026 | $7K | 161 | — | — |
| Q2 2026 | $76K | 22 | — | — |
| Q2 2026 | $3K | 22 | — | — |
| Q2 2026 | $22K | 132 | — | — |
| Q2 2026 | $1K | 5 | — | — |
| Q2 2026 | $8K | 242 | — | — |
| Q2 2026 | $7K | 30 | — | — |
| Q2 2026 | $40K | 133 | — | — |
| Q2 2026 | $11K | 98 | — | — |
| Q2 2026 | $13K | 6 | — | — |
| Q2 2026 | $6K | 2 | — | — |
| Q2 2026 | $22K | 24 | — | — |
| Q2 2026 | $5K | 53 | — | — |
| Q2 2026 | $2K | 8.4K | — | — |
| Q2 2026 | $17K | 7.3K | — | — |
| Q2 2026 | $12K | 382 | — | — |
| Q2 2026 | $19K | 2 | — | — |
| Q2 2026 | $9K | 326 | — | — |
| Q2 2026 | $2K | 135 | — | — |
| Q2 2026 | $16K | 2 | — | — |
| Q2 2026 | $5K | 3.4K | — | — |
| Q2 2026 | $18K | 28 | — | — |
| Q2 2026 | $21K | 5 | — | — |
| Q2 2026 | $872 | 2.8K | — | — |
| Q2 2026 | $181K | 7 | — | — |
| Q2 2026 | $2K | 53 | — | — |
| Q2 2026 | $92K | 17.6K | — | — |
| Q2 2026 | $14K | 1.4K | — | — |
| Q2 2026 | $3K | 20 | — | — |
| Q2 2026 | $5K | 62 | — | — |
| Q2 2026 | $10K | 34 | — | — |
| Q2 2026 | $45K | 19 | — | — |
| Q2 2026 | $1K | 11 | — | — |
| Q2 2026 | $1K | 866 | — | — |
| Q2 2026 | $8K | 248 | — | — |
| Q2 2026 | $10K | 78 | — | — |
| Q2 2026 | $12K | 17 | — | — |
| Q2 2026 | $22K | 95 | — | — |
| Q2 2026 | $13K | 67 | — | — |
| Q2 2026 | $3K | 65 | — | — |
| Q2 2026 | $9K | 3 | — | — |
| Q2 2026 | $6K | 40.0K | — | — |
| Q2 2026 | $10K | 1.5K | — | — |
| Q2 2026 | $7K | 27 | — | — |
| Q2 2026 | $868 | 1.1K | — | — |
| Q2 2026 | $16K | 29 | — | — |
| Q2 2026 | $8K | 22.0K | — | — |
| Q2 2026 | $73K | 25 | — | — |
| Q2 2026 | $7K | 40 | — | — |
| Q2 2026 | $7K | 2.4K | — | — |
| Q2 2026 | $3K | 85.0K | — | — |
| Q2 2026 | $5K | 374 | — | — |
| Q2 2026 | $238K | 10.0K | — | — |
| Q2 2026 | $578 | 2 | — | — |
| Q2 2026 | $1M | 3.5K | — | — |
| Q1 2026 | $25K | 305 | — | — |
| Q1 2026 | $8K | 30 | — | — |
| Q1 2026 | $507 | 2 | — | — |
| Q1 2026 | $871K | 3.4K | — | — |
| Q1 2026 | $2.2M | 8.8K | — | — |
| Q1 2026 | $53K | 210 | — | — |
| Q1 2026 | $1.5M | 5.9K | — | — |
| Q1 2026 | $1M | 4.1K | — | — |
| Q1 2026 | $1.3M | 5.0K | — | — |
| Q1 2026 | $273K | 1.1K | — | — |
| Q1 2026 | $208K | 820 | — | — |
| Q1 2026 | $8K | 31 | — | — |
| Q1 2026 | $580K | 2.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other Ascentis Wealth Management, LLC positions
CORZR
$186.2MCORE SCIENTIFIC INC NEW COM
CORZR
$186.2MCORZ
CORZR
$108.9MCORE SCIENTIFIC INC NEW COM
CORZR
$76.3MCORE SCIENTIFIC INC NEW WT EXP TRANCHE 1
CORZR
$76.3MCORZW
VOXR
$61.2MVOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036
VOXR
$52.4MVOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036
VOXR
$52.4MVOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036