Holistic Financial Partners / AAPL
Holistic Financial Partners’s Apple Inc Position
Does Holistic Financial Partners own Apple Inc (AAPL)? Yes — 17.6K shares worth $4M (+1.66% of its 13F portfolio) as of Q1 2026, up from 17.5K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
17.6K
% of Portfolio
+1.66%
Quarters Held
29
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 17.6K | $4M | +1.66% |
| Q4 2025 | 17.5K | $5M | +1.73% |
| Q3 2025 | 15.9K | $4M | +1.66% |
| Q2 2025 | 15.1K | $3M | +1.35% |
| Q1 2025 | 14.6K | $3M | +1.56% |
| Q4 2024 | 14.5K | $4M | +1.81% |
| Q3 2024 | 12.2K | $3M | +1.37% |
| Q2 2024 | 11.7K | $2M | +1.24% |
| Q1 2024 | 11.3K | $2M | +0.98% |
| Q4 2023 | 11.2K | $2M | +1.30% |
| Q3 2023 | 10.6K | $2M | +1.20% |
| Q2 2023 | 10.6K | $2M | +1.42% |
| Q1 2023 | 10.3K | $2M | +1.34% |
| Q4 2022 | 10.5K | $1M | +1.22% |
| Q3 2022 | 10.5K | $1M | +1.44% |
| Q2 2022 | 10.5K | $1M | +1.35% |
| Q1 2022 | 10.4K | $2M | +1.15% |
| Q4 2021 | 9.0K | $2M | +0.93% |
| Q3 2021 | 9.2K | $1M | +0.80% |
| Q2 2021 | 9.9K | $1M | +0.81% |
| Q1 2021 | 10.1K | $1M | +0.81% |
| Q4 2020 | 11.9K | $2M | +1.09% |
| Q3 2020 | 11.0K | $1M | +1.02% |
| Q2 2020 | 2.1K | $749,000 | +0.65% |
| Q1 2020 | 2.0K | $520,000 | +0.54% |
| Q4 2019 | 1.9K | $572,000 | +0.34% |
| Q3 2019 | 1.7K | $381,000 | +0.34% |
| Q1 2019 | 1.4K | $266,000 | +0.11% |
| Q4 2018 | 1.8K | $290,000 | +0.30% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Holistic Financial Partners’s full portfolio or all institutional holders of AAPL.