Ameliora Wealth Management
AAPL icon

Ameliora Wealth Management’s Apple AAPL Stock Holding History

Ameliora Wealth Management’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 		$6.64M Sell
19,930
-288
-1% -$92.5K 1.9% 14
2026
Q2 		$5.85M Sell
20,218
-92
-0.5% -$26.3K 1.74% 16
2026
Q1 		$5.15M Buy
20,310
+38
+0.2% +$9.9K 1.64% 16
2025
Q4 		$5.51M Buy
20,272
+172
+0.9% +$46.2K 1.68% 17
2025
Q3 		$5.12M Sell
20,100
-7,069
-26% -$1.6M 1.7% 17
2025
Q2 		$5.57M Sell
27,169
-3,708
-12% -$749K 1.99% 13
2025
Q1 		$6.86M Sell
30,877
-3,891
-11% -$901K 2.58% 9
2024
Q4 		$8.71M Buy
34,768
+4,844
+16% +$1.14M 3.27% 8
2024
Q3 		$6.97M Sell
29,924
-2,987
-9% -$667K 2.91% 9
2024
Q2 		$6.93M Sell
32,911
-3,767
-10% -$702K 3.15% 9
2024
Q1 		$6.29M Buy
36,678
+383
+1% +$69.6K 2.85% 9
2023
Q4 		$6.99M Buy
36,295
+456
+1% +$84.2K 3.47% 8
2023
Q3 		$6.14M Buy
35,839
+5,129
+17% +$941K 3.64% 8
2023
Q2 		$5.96M Sell
30,710
-2,805
-8% -$489K 3.68% 8
2023
Q1 		$5.53M Sell
33,515
-9,285
-22% -$1.37M 3.23% 8
2022
Q4 		$5.72M Buy
42,800
+7,060
+20% +$1.01M 3.06% 11
2022
Q3 		$4.94M Buy
+35,740
New +$5.61M 2.68% 12

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

Ameliora Wealth Management's AAPL Position: Q3 2026 in Review

Ameliora Wealth Management reduced its Apple (AAPL) stake by 1.4% in Q3 2026, selling an estimated $92.5K and leaving 19,930 shares worth $6.64M. The position accounts for 1.9% of the portfolio, ranked #14.

Ameliora Wealth Management first reported a position in AAPL in Q3 2022 and has held it in 17 quarters since. The position peaked at $8.71M in Q4 2024. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Ameliora Wealth Management held 19,930 shares of Apple worth $6.64M as of Q3 2026.
  • Ameliora Wealth Management sold 288 Apple shares in Q3 2026, an estimated $92.5K.
  • Apple made up 1.9% of Ameliora Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Ameliora Wealth Management first reported a position in Apple in Q3 2022 and has held it in 17 quarters since.
  • Ameliora Wealth Management's Apple position peaked at $8.71M in Q4 2024.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.