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AAPL icon

BetterWealth’s Apple AAPL Stock Holding History

BetterWealth’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 		$52.1M Sell
156,307
-7,696
-5% -$2.47M 8.81% 4
2026
Q2 		$47.5M Sell
164,003
-11,209
-6% -$3.21M 8.4% 4
2026
Q1 		$44.5M Buy
175,212
+43,131
+33% +$11.2M 8.72% 4
2025
Q4 		$35.9M Sell
132,081
-712
-0.5% -$191K 8.19% 4
2025
Q3 		$33.8M Sell
132,793
-11,793
-8% -$2.66M 8.05% 4
2025
Q2 		$29.7M Sell
144,586
-2,898
-2% -$585K 7.6% 5
2025
Q1 		$32.8M Sell
147,484
-30,396
-17% -$7.04M 9.19% 3
2024
Q4 		$44.5M Buy
177,880
+36,631
+26% +$8.63M 12.27% 2
2024
Q3 		$32.9M Sell
141,249
-5,249
-4% -$1.17M 9.73% 2
2024
Q2 		$30.9M Sell
146,498
-3,890
-3% -$725K 9.83% 2
2024
Q1 		$25.8M Sell
150,388
-2,980
-2% -$542K 8.4% 2
2023
Q4 		$29.5M Buy
153,368
+1,129
+0.7% +$208K 10.1% 2
2023
Q3 		$26.1M Buy
152,239
+2,010
+1% +$369K 10.5% 2
2023
Q2 		$29.1M Sell
150,229
-11,637
-7% -$2.03M 11.34% 2
2023
Q1 		$26.7M Sell
161,866
-3,651
-2% -$539K 10.8% 2
2022
Q4 		$21.5M Sell
165,517
-511
-0.3% -$73K 9.68% 2
2022
Q3 		$22.9M Sell
166,028
-7,828
-5% -$1.23M 11.8% 2
2022
Q2 		$23.8M Buy
173,856
+2,412
+1% +$365K 11.73% 2
2022
Q1 		$29.9M Sell
171,444
-7,410
-4% -$1.25M 40.08% 1
2021
Q4 		$31.8M Buy
+178,854
New +$28.3M 22.27% 2

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

BetterWealth's AAPL Position: Q3 2026 in Review

BetterWealth reduced its Apple (AAPL) stake by 4.7% in Q3 2026, selling an estimated $2.47M and leaving 156,307 shares worth $52.1M. The position accounts for 8.81% of the portfolio, ranked #4.

BetterWealth first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 1,276 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • BetterWealth held 156,307 shares of Apple worth $52.1M as of Q3 2026.
  • BetterWealth sold 7,696 Apple shares in Q3 2026, an estimated $2.47M.
  • Apple made up 8.81% of BetterWealth's portfolio in Q3 2026, its #4 holding.
  • BetterWealth first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.