BCU Wealth Advisors’s Apple AAPL Stock Holding History

BCU Wealth Advisors’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	$347K	Sell	1,043 -43	-4%	-$13.8K	0.11%	54
2026 Q2	$314K	Buy	1,086 +136	+14%	+$38.9K	0.1%	56
2026 Q1	$241K	Hold	950	–	–	0.09%	58
2025 Q4	$258K	Hold	950	–	–	0.1%	57
2025 Q3	$242K	Buy	+950	New	+$215K	0.1%	57
2025 Q2	–	Sell	-3,309	Closed	-$735K	–	57
2025 Q1	$735K	Buy	3,309 +3	+0.1%	+$695	0.38%	23
2024 Q4	$828K	Buy	3,306 +3	+0.1%	+$707	0.47%	22
2024 Q3	$770K	Buy	3,303 +3	+0.1%	+$670	0.46%	24
2024 Q2	$695K	Sell	3,300 -327	-9%	-$61K	0.51%	21
2024 Q1	$622K	Buy	3,627 +322	+10%	+$58.5K	0.53%	24
2023 Q4	$636K	Buy	+3,305	New	+$610K	0.69%	21

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

BCU Wealth Advisors's AAPL Position: Q3 2026 in Review

BCU Wealth Advisors reduced its Apple (AAPL) stake by 4% in Q3 2026, selling an estimated $13.8K and leaving 1,043 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #54.

BCU Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $828K in Q4 2024. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

BCU Wealth Advisors held 1,043 shares of Apple worth $347K as of Q3 2026.
BCU Wealth Advisors sold 43 Apple shares in Q3 2026, an estimated $13.8K.
Apple made up 0.11% of BCU Wealth Advisors's portfolio in Q3 2026, its #54 holding.
BCU Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
BCU Wealth Advisors's Apple position peaked at $828K in Q4 2024.
2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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