Advisor OS
AAPL icon

Advisor OS’s Apple AAPL Stock Holding History

Advisor OS’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
Q2 		– Sell
-100
Closed -$6 – 589
2026
Q1 		$6 Sell
100
-11,200
-99% -$2.91M ﹤0.01% 575
2025
Q4 		$34.8K Sell
11,300
-50,000
-82% -$13.4M ﹤0.01% 490
2025
Q3 		$567K Hold
61,300
– – 0.05% 240
2025
Q2 		$107K Buy
61,300
+100
+0.2% +$20.2K 0.01% 448
2025
Q1 		$24.9K Buy
+61,200
New +$14.2M ﹤0.01% 424
2024
Q3 		– Sell
-100
Closed -$1.31K – 410
2024
Q2 		$1.31K Buy
+100
New +$18.6K ﹤0.01% 388

Other funds holding AAPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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

Advisor OS's AAPL Position: Q3 2026 in Review

Advisor OS reduced its Apple (AAPL) stake by 0.85% in Q3 2026, selling an estimated $447K and leaving 162,870 shares worth $54.2M. The position accounts for 3.58% of the portfolio, ranked #6.

Advisor OS first reported a position in AAPL in Q2 2020 and has held it in 26 quarters since. 3,591 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Advisor OS held 162,870 shares of Apple worth $54.2M as of Q3 2026.
  • Advisor OS sold 1,393 Apple shares in Q3 2026, an estimated $447K.
  • Apple made up 3.58% of Advisor OS's portfolio in Q3 2026, its #6 holding.
  • Advisor OS first reported a position in Apple in Q2 2020 and has held it in 26 quarters since.
  • 3,591 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.