Atala Financial’s Apple AAPL Stock Holding History

Atala 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	$4.27M	Buy	12,821 +1,549	+14%	+$498K	2.48%	8
2026 Q2	$3.26M	Buy	11,272 +150	+1%	+$42.9K	1.98%	12
2026 Q1	$2.83M	Buy	11,122 +126	+1%	+$32.8K	1.9%	16
2025 Q4	$2.99M	Sell	10,996 -2,031	-16%	-$545K	1.91%	12
2025 Q3	$3.32M	Sell	13,027 -43	-0.3%	-$9.7K	2.08%	11
2025 Q2	$2.68M	Buy	13,070 +12,950	+10,792%	+$2.62M	1.85%	12
2025 Q1	$1.24K	Sell	120 -17,383	-99%	-$4.03M	﹤0.01%	452
2024 Q4	$4.38M	Buy	+17,503	New	+$4.13M	3.08%	5

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Atala Financial's AAPL Position: Q3 2026 in Review

Atala Financial increased its Apple (AAPL) stake by 14% in Q3 2026, buying an estimated $498K and bringing the position to 12,821 shares worth $4.27M. The position accounts for 2.48% of the portfolio, ranked #8.

Atala Financial first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.38M in Q4 2024. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Atala Financial held 12,821 shares of Apple worth $4.27M as of Q3 2026.
Atala Financial bought 1,549 Apple shares in Q3 2026, an estimated $498K.
Apple made up 2.48% of Atala Financial's portfolio in Q3 2026, its #8 holding.
Atala Financial first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
Atala Financial's Apple position peaked at $4.38M in Q4 2024.
2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.