AdviceOne Advisory Services
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AdviceOne Advisory Services’s Apple AAPL Stock Holding History

AdviceOne Advisory Services’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 		$4.79M Sell
14,380
-258
-2% -$82.9K 2.86% 5
2026
Q2 		$4.24M Buy
14,638
+259
+2% +$74.1K 2.39% 5
2026
Q1 		$3.65M Buy
14,379
+97
+0.7% +$25.2K 2.21% 5
2025
Q4 		$3.88M Buy
14,282
+272
+2% +$73K 2.29% 5
2025
Q3 		$3.57M Buy
14,010
+297
+2% +$67.1K 2.37% 5
2025
Q2 		$2.81M Buy
13,713
+514
+4% +$104K 2.08% 5
2025
Q1 		$2.93M Buy
13,199
+224
+2% +$51.9K 2.39% 5
2024
Q4 		$3.25M Buy
+12,975
New +$3.06M 2.88% 5

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
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

AdviceOne Advisory Services's AAPL Position: Q3 2026 in Review

AdviceOne Advisory Services reduced its Apple (AAPL) stake by 1.8% in Q3 2026, selling an estimated $82.9K and leaving 14,380 shares worth $4.79M. The position accounts for 2.86% of the portfolio, ranked #5.

AdviceOne Advisory Services first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • AdviceOne Advisory Services held 14,380 shares of Apple worth $4.79M as of Q3 2026.
  • AdviceOne Advisory Services sold 258 Apple shares in Q3 2026, an estimated $82.9K.
  • Apple made up 2.86% of AdviceOne Advisory Services's portfolio in Q3 2026, its #5 holding.
  • AdviceOne Advisory Services first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.