Activest Wealth Management
AAPL icon

Activest Wealth Management’s Apple AAPL Stock Holding History

Activest 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 		$28.5M Buy
85,566
+1,020
+1% +$328K 5.27% 4
2026
Q2 		$24.5M Sell
84,546
-32,074
-28% -$9.17M 4.73% 5
2026
Q1 		$29.6M Sell
116,620
-8,344
-7% -$2.17M 5.2% 4
2025
Q4 		$34M Sell
124,964
-12,094
-9% -$3.25M 6.35% 4
2025
Q3 		$34.9M Buy
137,058
+1,449
+1% +$327K 7.07% 4
2025
Q2 		$27.8M Buy
135,609
+6,285
+5% +$1.27M 6.71% 4
2025
Q1 		$28.7M Buy
129,324
+933
+0.7% +$216K 7.71% 3
2024
Q4 		$32.2M Buy
128,391
+2,776
+2% +$654K 8.99% 2
2024
Q3 		$29.3M Sell
125,615
-198
-0.2% -$44.2K 9.04% 2
2024
Q2 		$26.5M Buy
125,813
+100,533
+398% +$18.7M 8.72% 2
2024
Q1 		$4.34M Buy
25,280
+4,289
+20% +$780K 2.09% 8
2023
Q4 		$4.04M Sell
20,991
-373
-2% -$68.9K 2.23% 8
2023
Q3 		$3.66M Buy
21,364
+686
+3% +$126K 2.25% 9
2023
Q2 		$1.48M Sell
20,678
-1,972
-9% -$344K 1.02% 10
2023
Q1 		$3.66M Buy
+22,650
New +$3.34M 2.35% 9
2022
Q3 		– Sell
-20,979
Closed -$2.87M – 428
2022
Q2 		$2.87M Buy
20,979
+550
+3% +$83.3K 2.03% 7
2022
Q1 		$3.57M Buy
20,429
+3,765
+23% +$633K 2.29% 7
2021
Q4 		$2.96M Buy
16,664
+593
+4% +$93.7K 1.83% 9
2021
Q3 		$2.27M Buy
16,071
+1,914
+14% +$282K 1.51% 10
2021
Q2 		$1.94M Sell
14,157
-2,582
-15% -$335K 1.46% 9
2021
Q1 		$2.04M Buy
+16,739
New +$2.15M 1.67% 10

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Activest Wealth Management increased its Apple (AAPL) stake by 1.2% in Q3 2026, buying an estimated $328K and bringing the position to 85,566 shares worth $28.5M. The position accounts for 5.27% of the portfolio, ranked #4.

Activest Wealth Management first reported a position in AAPL in Q1 2021 and has held it in 21 quarters since. The position peaked at $34.9M in Q3 2025. 3,331 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Activest Wealth Management held 85,566 shares of Apple worth $28.5M as of Q3 2026.
  • Activest Wealth Management bought 1,020 Apple shares in Q3 2026, an estimated $328K.
  • Apple made up 5.27% of Activest Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Activest Wealth Management first reported a position in Apple in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's Apple position peaked at $34.9M in Q3 2025.
  • 3,331 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.