Act Wealth Management
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Act Wealth Management’s Apple AAPL Stock Holding History

Act 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
2026
Q3 		$7.85M Sell
23,586
-215
-0.9% -$69.1K 2.31% 13
2026
Q2 		$6.89M Sell
23,801
-315
-1% -$90.1K 2.02% 13
2026
Q1 		$6.12M Sell
24,116
-361
-1% -$94K 2.06% 13
2025
Q4 		$6.65M Sell
24,477
-466
-2% -$125K 2.18% 13
2025
Q3 		$6.35M Sell
24,943
-1,842
-7% -$416K 2.23% 12
2025
Q2 		$5.5M Buy
26,785
+602
+2% +$122K 2.32% 11
2025
Q1 		$5.82M Sell
26,183
-1,527
-6% -$354K 2.63% 11
2024
Q4 		$6.94M Sell
27,710
-142
-0.5% -$33.5K 3.24% 10
2024
Q3 		$6.49M Sell
27,852
-1,146
-4% -$256K 2.88% 10
2024
Q2 		$6.11M Sell
28,998
-1
-0% -$186 3.01% 10
2024
Q1 		$4.97M Sell
28,999
-966
-3% -$176K 2.51% 10
2023
Q4 		$5.77M Sell
29,965
-175
-0.6% -$32.3K 3.11% 9
2023
Q3 		$5.16M Sell
30,140
-2,511
-8% -$460K 3.46% 9
2023
Q2 		$6.33M Sell
32,651
-345
-1% -$60.1K 3.56% 8
2023
Q1 		$5.44M Sell
32,996
-476
-1% -$70.2K 3.24% 8
2022
Q4 		$4.35M Buy
33,472
+252
+0.8% +$36K 2.75% 10
2022
Q3 		$4.59M Sell
33,220
-4,885
-13% -$767K 3.28% 8
2022
Q2 		$5.21M Buy
38,105
+3,528
+10% +$534K 3.41% 8
2022
Q1 		$6.04M Sell
34,577
-192
-0.6% -$32.3K 3.43% 9
2021
Q4 		$6.17M Sell
34,769
-530
-2% -$83.8K 3.55% 8
2021
Q3 		$4.84M Hold
35,299
– – 2.99% 8
2021
Q2 		$4.84M Sell
35,299
-709
-2% -$91.9K 2.98% 8
2021
Q1 		$4.4M Buy
36,008
+5,275
+17% +$677K 2.84% 8
2020
Q4 		$4.08M Buy
+30,733
New +$3.7M 2.62% 8

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
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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Act Wealth Management reduced its Apple (AAPL) stake by 0.9% in Q3 2026, selling an estimated $69.1K and leaving 23,586 shares worth $7.85M. The position accounts for 2.31% of the portfolio, ranked #13.

Act Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 1,793 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Act Wealth Management held 23,586 shares of Apple worth $7.85M as of Q3 2026.
  • Act Wealth Management sold 215 Apple shares in Q3 2026, an estimated $69.1K.
  • Apple made up 2.31% of Act Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Act Wealth Management first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.