Apple Shares Sold by Elevation Wealth Partners

Institutional investor reduces stake in iPhone maker

Mar. 29, 2026 at 7:33am

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Elevation Wealth Partners LLC, an institutional investor, decreased its position in Apple Inc. (NASDAQ:AAPL) by 7.8% during the 4th quarter, according to a recent SEC filing. The firm now owns 30,461 shares of the iPhone maker's stock, valued at $8,281,000.

Why it matters

Apple is one of the most widely held stocks among institutional investors, so changes in major holdings can provide insights into broader market sentiment around the tech giant.

The details

Elevation Wealth Partners sold 2,583 Apple shares during the quarter, reducing its total stake to 30,461 shares. Apple now comprises 2.9% of the firm's overall portfolio, making it the 7th largest holding.

  • Elevation Wealth Partners made the share sale during the 4th quarter of 2025.

The players

Elevation Wealth Partners LLC

An institutional investment firm that has reduced its position in Apple Inc.

Apple Inc.

A multinational technology company headquartered in Cupertino, California, known for products like the iPhone, iPad, and Mac computers.

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The takeaway

While Elevation Wealth Partners has reduced its Apple stake, the tech giant remains a major holding for many institutional investors. Changes in large positions can provide clues about broader market sentiment, though a single firm's actions don't necessarily indicate a broader trend.