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Align Financial’s Apple AAPL Stock Holding History

Align Financial’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 		$4.42M Sell
13,271
-433
-3% -$139K 2.11% 12
2026
Q2 		$3.97M Sell
13,704
-36
-0.3% -$10.3K 1.97% 10
2026
Q1 		$3.49M Sell
13,740
-235
-2% -$61.2K 1.98% 11
2025
Q4 		$3.8M Buy
+13,975
New +$3.75M 2.2% 9

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Align Financial's AAPL Position: Q3 2026 in Review

Align Financial reduced its Apple (AAPL) stake by 3.2% in Q3 2026, selling an estimated $139K and leaving 13,271 shares worth $4.42M. The position accounts for 2.11% of the portfolio, ranked #12.

Align Financial first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 1,173 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Align Financial held 13,271 shares of Apple worth $4.42M as of Q3 2026.
  • Align Financial sold 433 Apple shares in Q3 2026, an estimated $139K.
  • Apple made up 2.11% of Align Financial's portfolio in Q3 2026, its #12 holding.
  • Align Financial first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.