Avaii Wealth Management
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Avaii Wealth Management’s Apple AAPL Stock Holding History

Avaii 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 		$7.42M Buy
22,229
+1,968
+10% +$632K 2.13% 19
2026
Q2 		$5.86M Buy
20,261
+1,740
+9% +$498K 1.72% 20
2026
Q1 		$4.7M Buy
18,521
+232
+1% +$60.4K 1.64% 21
2025
Q4 		$4.97M Buy
18,289
+643
+4% +$173K 1.8% 20
2025
Q3 		$4.49M Buy
17,646
+670
+4% +$151K 1.71% 19
2025
Q2 		$3.48M Sell
16,976
-238
-1% -$48.1K 1.55% 19
2025
Q1 		$3.82M Buy
17,214
+801
+5% +$186K 2.04% 16
2024
Q4 		$4.11M Sell
16,413
-142
-0.9% -$33.5K 2.02% 17
2024
Q3 		$3.86M Sell
16,555
-1,030
-6% -$230K 1.95% 18
2024
Q2 		$3.7M Buy
17,585
+998
+6% +$186K 2.05% 16
2024
Q1 		$2.84M Sell
16,587
-677
-4% -$123K 1.67% 17
2023
Q4 		$3.32M Sell
17,264
-1,075
-6% -$198K 2.17% 9
2023
Q3 		$3.14M Buy
18,339
+1,423
+8% +$261K 2.38% 8
2023
Q2 		$3.28M Sell
16,916
-911
-5% -$159K 2.52% 8
2023
Q1 		$2.94M Buy
17,827
+2,196
+14% +$324K 2.56% 7
2022
Q4 		$2.03M Buy
15,631
+206
+1% +$29.4K 1.82% 13
2022
Q3 		$2.13M Sell
15,425
-973
-6% -$153K 2.21% 12
2022
Q2 		$2.24M Sell
16,398
-1,740
-10% -$264K 2.4% 10
2022
Q1 		$3.17M Buy
18,138
+3,352
+23% +$564K 2.93% 9
2021
Q4 		$2.63M Buy
+14,786
New +$2.34M 2.63% 8

Other funds holding AAPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

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

Avaii Wealth Management increased its Apple (AAPL) stake by 9.7% in Q3 2026, buying an estimated $632K and bringing the position to 22,229 shares worth $7.42M. The position accounts for 2.13% of the portfolio, ranked #19.

Avaii Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 3,506 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Avaii Wealth Management held 22,229 shares of Apple worth $7.42M as of Q3 2026.
  • Avaii Wealth Management bought 1,968 Apple shares in Q3 2026, an estimated $632K.
  • Apple made up 2.13% of Avaii Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Avaii Wealth Management first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 3,506 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.