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Advus Financial Partners’s Apple AAPL Stock Holding History

Advus Financial Partners’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 		$2.47M Sell
7,425
-252
-3% -$80.9K 0.7% 29
2026
Q2 		$2.22M Buy
7,677
+998
+15% +$285K 0.63% 34
2026
Q1 		$1.7M Sell
6,679
-4,002
-37% -$1.04M 0.64% 36
2025
Q4 		$2.9M Buy
10,681
+800
+8% +$215K 1.04% 22
2025
Q3 		$2.52M Buy
9,881
+324
+3% +$73.2K 0.93% 24
2025
Q2 		$1.96M Buy
9,557
+100
+1% +$20.2K 0.77% 24
2025
Q1 		$2.1M Sell
9,457
-2,287
-19% -$530K 0.9% 21
2024
Q4 		$2.94M Buy
11,744
+56
+0.5% +$13.2K 1.26% 18
2024
Q3 		$2.72M Buy
11,688
+44
+0.4% +$9.8K 1.14% 19
2024
Q2 		$2.45M Sell
11,644
-180
-2% -$33.6K 1.09% 18
2024
Q1 		$2.03M Buy
11,824
+99
+0.8% +$18K 0.9% 22
2023
Q4 		$2.26M Sell
11,725
-5,920
-34% -$1.09M 1.1% 20
2023
Q3 		$3.02M Buy
17,645
+11,086
+169% +$2.03M 1.62% 18
2023
Q2 		$1.27M Sell
6,559
-10,216
-61% -$1.78M 0.68% 29
2023
Q1 		$2.77M Sell
16,775
-163
-1% -$24.1K 1.52% 20
2022
Q4 		$2.2M Sell
16,938
-200
-1% -$28.6K 1.25% 21
2022
Q3 		$2.37M Buy
17,138
+10,862
+173% +$1.7M 1.68% 17
2022
Q2 		$858K Sell
6,276
-1,247
-17% -$189K 0.59% 25
2022
Q1 		$1.31M Buy
7,523
+23
+0.3% +$3.87K 0.89% 22
2021
Q4 		$1.33M Sell
7,500
-18,856
-72% -$2.98M 0.95% 20
2021
Q3 		$4.68M Buy
+26,356
New +$3.88M 2.58% 10

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

Advus Financial Partners's AAPL Position: Q3 2026 in Review

Advus Financial Partners reduced its Apple (AAPL) stake by 3.3% in Q3 2026, selling an estimated $80.9K and leaving 7,425 shares worth $2.47M. The position accounts for 0.7% of the portfolio, ranked #29.

Advus Financial Partners first reported a position in AAPL in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.68M in Q3 2021. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Advus Financial Partners held 7,425 shares of Apple worth $2.47M as of Q3 2026.
  • Advus Financial Partners sold 252 Apple shares in Q3 2026, an estimated $80.9K.
  • Apple made up 0.7% of Advus Financial Partners's portfolio in Q3 2026, its #29 holding.
  • Advus Financial Partners first reported a position in Apple in Q3 2021 and has held it in 21 quarters since.
  • Advus Financial Partners's Apple position peaked at $4.68M in Q3 2021.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.