Able Wealth Management
AAPL icon

Able Wealth Management’s Apple AAPL Stock Holding History

Able Wealth Management’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
2025
Q2 		– Sell
-1,800
Closed -$400K – 108
2025
Q1 		$400K Buy
+1,800
New +$417K 0.24% 70

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Able Wealth Management's AAPL Position: Q3 2026 in Review

Able Wealth Management reduced its Apple (AAPL) stake by 10% in Q3 2026, selling an estimated $619K and leaving 17,006 shares worth $5.66M. The position accounts for 1.24% of the portfolio, ranked #22.

Able Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,298 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Able Wealth Management held 17,006 shares of Apple worth $5.66M as of Q3 2026.
  • Able Wealth Management sold 1,926 Apple shares in Q3 2026, an estimated $619K.
  • Apple made up 1.24% of Able Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Able Wealth Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,298 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.