Advocate Group
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Advocate Group’s Apple AAPL Stock Holding History

Advocate Group’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 		$10.6M Sell
31,707
-5,991
-16% -$1.92M 1.63% 16
2026
Q2 		$10.9M Sell
37,698
-1,364
-3% -$390K 1.64% 16
2026
Q1 		$9.9M Sell
39,062
-937
-2% -$244K 1.55% 20
2025
Q4 		$10.9M Sell
39,999
-918
-2% -$246K 1.76% 13
2025
Q3 		$10.4M Sell
40,917
-1,384
-3% -$313K 1.71% 16
2025
Q2 		$8.68M Sell
42,301
-190
-0.4% -$38.4K 1.55% 20
2025
Q1 		$9.44M Sell
42,491
-6,113
-13% -$1.42M 1.72% 16
2024
Q4 		$12.2M Buy
48,604
+820
+2% +$193K 2.29% 6
2024
Q3 		$11.1M Sell
47,784
-3,056
-6% -$682K 2.02% 7
2024
Q2 		$10.7M Sell
50,840
-1,582
-3% -$295K 2.16% 7
2024
Q1 		$8.99M Sell
52,422
-4,261
-8% -$775K 1.79% 13
2023
Q4 		$10.9M Sell
56,683
-4,446
-7% -$821K 2.34% 7
2023
Q3 		$10.5M Sell
61,129
-2,738
-4% -$502K 2.43% 4
2023
Q2 		$12.4M Sell
63,867
-734
-1% -$128K 2.73% 3
2023
Q1 		$10.7M Sell
64,601
-5,946
-8% -$877K 2.33% 5
2022
Q4 		$9.17M Sell
70,547
-1,920
-3% -$274K 1.97% 11
2022
Q3 		$10M Sell
72,467
-2,539
-3% -$398K 2.48% 5
2022
Q2 		$10.3M Buy
+75,006
New +$11.4M 2.39% 6

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Advocate Group's AAPL Position: Q3 2026 in Review

Advocate Group reduced its Apple (AAPL) stake by 16% in Q3 2026, selling an estimated $1.92M and leaving 31,707 shares worth $10.6M. The position accounts for 1.63% of the portfolio, ranked #16.

Advocate Group first reported a position in AAPL in Q2 2022 and has held it in 18 quarters since. The position peaked at $12.4M in Q2 2023. 2,964 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Advocate Group held 31,707 shares of Apple worth $10.6M as of Q3 2026.
  • Advocate Group sold 5,991 Apple shares in Q3 2026, an estimated $1.92M.
  • Apple made up 1.63% of Advocate Group's portfolio in Q3 2026, its #16 holding.
  • Advocate Group first reported a position in Apple in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Apple position peaked at $12.4M in Q2 2023.
  • 2,964 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.