ARS Wealth Advisors Group
AAPL icon

ARS Wealth Advisors Group’s Apple AAPL Stock Holding History

ARS Wealth Advisors 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 		$63.6M Buy
191,071
+12,023
+7% +$3.86M 4.63% 3
2026
Q2 		$51.8M Buy
179,048
+1,348
+0.8% +$386K 4.06% 4
2026
Q1 		$45.1M Buy
177,700
+2,126
+1% +$553K 3.81% 3
2025
Q4 		$47.7M Sell
175,574
-631
-0.4% -$169K 4.3% 4
2025
Q3 		$44.9M Sell
176,205
-1,893
-1% -$428K 4.43% 4
2025
Q2 		$36.5M Buy
+178,098
New +$36M 4.21% 5
2024
Q4 		– Sell
-179,334
Closed -$41.8M – 163
2024
Q3 		$41.8M Buy
179,334
+1,492
+0.8% +$333K 5.13% 3
2024
Q2 		$37.5M Sell
177,842
-4,911
-3% -$916K 4.86% 3
2024
Q1 		$31.3M Buy
182,753
+582
+0.3% +$106K 4.23% 4
2023
Q4 		$35.1M Sell
182,171
-8,347
-4% -$1.54M 5.2% 3
2023
Q3 		$32.6M Sell
190,518
-5,641
-3% -$1.03M 5.35% 3
2023
Q2 		$38M Buy
+196,159
New +$34.2M 6.04% 2
2023
Q1 		– Sell
-191,590
Closed -$24.9M – 124
2022
Q4 		$24.9M Sell
191,590
-26,558
-12% -$3.8M 4.1% 4
2022
Q3 		$30.1M Buy
218,148
+7,138
+3% +$1.12M 4.6% 4
2022
Q2 		$28.8M Buy
211,010
+43,124
+26% +$6.53M 3.96% 4
2022
Q1 		$29.3M Sell
167,886
-7,608
-4% -$1.28M 5.11% 4
2021
Q4 		$31.2M Sell
175,494
-3,504
-2% -$554K 5.23% 4
2021
Q3 		$25.3M Buy
+178,998
New +$26.4M 4.6% 5

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

ARS Wealth Advisors Group's AAPL Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Apple (AAPL) stake by 6.7% in Q3 2026, buying an estimated $3.86M and bringing the position to 191,071 shares worth $63.6M. The position accounts for 4.63% of the portfolio, ranked #3.

ARS Wealth Advisors Group first reported a position in AAPL in Q3 2021 and has held it in 18 quarters since. 1,812 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • ARS Wealth Advisors Group held 191,071 shares of Apple worth $63.6M as of Q3 2026.
  • ARS Wealth Advisors Group bought 12,023 Apple shares in Q3 2026, an estimated $3.86M.
  • Apple made up 4.63% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #3 holding.
  • ARS Wealth Advisors Group first reported a position in Apple in Q3 2021 and has held it in 18 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.