Avid Wealth Partners
AAPL icon

Avid Wealth Partners’s Apple AAPL Stock Holding History

Avid Wealth Partners’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 		$2.45M Buy
7,353
+520
+8% +$167K 1.12% 20
2026
Q2 		$1.98M Sell
6,833
-382
-5% -$109K 0.96% 21
2026
Q1 		$1.83M Buy
7,215
+992
+16% +$258K 0.87% 21
2025
Q4 		$1.69M Buy
6,223
+187
+3% +$50.2K 0.83% 25
2025
Q3 		$1.54M Buy
6,036
+557
+10% +$126K 0.76% 24
2025
Q2 		$1.12M Buy
5,479
+1,268
+30% +$256K 0.64% 25
2025
Q1 		$935K Buy
4,211
+930
+28% +$215K 0.63% 27
2024
Q4 		$822K Sell
3,281
-371
-10% -$87.4K 0.58% 22
2024
Q3 		$851K Buy
3,652
+365
+11% +$81.5K 0.6% 22
2024
Q2 		$692K Sell
3,287
-343
-9% -$64K 0.54% 25
2024
Q1 		$622K Sell
3,630
-261
-7% -$47.5K 0.5% 24
2023
Q4 		$749K Buy
+3,891
New +$718K 0.74% 17

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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

Avid Wealth Partners's AAPL Position: Q3 2026 in Review

Avid Wealth Partners increased its Apple (AAPL) stake by 7.6% in Q3 2026, buying an estimated $167K and bringing the position to 7,353 shares worth $2.45M. The position accounts for 1.12% of the portfolio, ranked #20.

Avid Wealth Partners first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 3,377 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Avid Wealth Partners held 7,353 shares of Apple worth $2.45M as of Q3 2026.
  • Avid Wealth Partners bought 520 Apple shares in Q3 2026, an estimated $167K.
  • Apple made up 1.12% of Avid Wealth Partners's portfolio in Q3 2026, its #20 holding.
  • Avid Wealth Partners first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 3,377 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.