Bestgate Wealth Advisors
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Bestgate Wealth Advisors’s Apple AAPL Stock Holding History

Bestgate 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 		$955K Buy
2,868
+894
+45% +$287K 0.6% 23
2026
Q2 		$571K Hold
1,974
– – 0.91% 26
2026
Q1 		$501K Sell
1,974
-280
-12% -$72.9K 0.9% 25
2025
Q4 		$613K Sell
2,254
-132
-6% -$35.4K 1.08% 24
2025
Q3 		$608K Buy
2,386
+29
+1% +$6.55K 1.07% 22
2025
Q2 		$524K Hold
2,357
– – 1.09% 21
2025
Q1 		$524K Sell
2,357
-63
-3% -$14.6K 1.09% 21
2024
Q4 		$606K Buy
+2,420
New +$570K 1.22% 21

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Bestgate Wealth Advisors increased its Apple (AAPL) stake by 45% in Q3 2026, buying an estimated $287K and bringing the position to 2,868 shares worth $955K. The position accounts for 0.6% of the portfolio, ranked #23.

Bestgate Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Bestgate Wealth Advisors held 2,868 shares of Apple worth $955K as of Q3 2026.
  • Bestgate Wealth Advisors bought 894 Apple shares in Q3 2026, an estimated $287K.
  • Apple made up 0.6% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • Bestgate Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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