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Castleview Partners’s Apple AAPL Stock Holding History

Castleview 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 		$8.03M Buy
24,119
+128
+0.5% +$41.1K 3.52% 3
2026
Q2 		$6.94M Sell
23,991
-1,455
-6% -$416K 3.05% 4
2026
Q1 		$6.46M Buy
25,446
+1,095
+4% +$285K 3.31% 4
2025
Q4 		$6.62M Sell
24,351
-12,700
-34% -$3.41M 3.28% 3
2025
Q3 		$9.43M Buy
37,051
+2,828
+8% +$639K 5.12% 2
2025
Q2 		$7.02M Buy
34,223
+13,500
+65% +$2.73M 4.51% 2
2025
Q1 		$4.6M Sell
20,723
-4,155
-17% -$963K 3.12% 2
2024
Q4 		$6.07M Sell
24,878
-238
-0.9% -$56.1K 3.27% 2
2024
Q3 		$5.85M Sell
25,116
-1,476
-6% -$330K 3.37% 2
2024
Q2 		$5.6M Buy
26,592
+4,479
+20% +$835K 3.18% 3
2024
Q1 		$3.79M Buy
22,113
+12,723
+135% +$2.31M 2.12% 5
2023
Q4 		$1.81M Buy
9,390
+2,363
+34% +$436K 1.27% 9
2023
Q3 		$1.2M Buy
7,027
+813
+13% +$149K 1.11% 11
2023
Q2 		$1.21M Buy
6,214
+449
+8% +$78.2K 1.09% 12
2023
Q1 		$951K Buy
+5,765
New +$851K 0.84% 23
2022
Q4 		– Sell
-6,418
Closed -$887K – 631
2022
Q3 		$887K Buy
6,418
+3,418
+114% +$536K 0.85% 23
2022
Q2 		$9.24K Sell
3,000
-12,619
-81% -$1.91M 0.01% 465
2022
Q1 		$2.73M Buy
+15,619
New +$2.63M 1.7% 7
2021
Q2 		$2.81M Buy
+20,511
New +$2.66M 1.23% 13
2018
Q1 		$1.2M Buy
+28,572
New +$1.23M 0.99% 25

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Castleview Partners's AAPL Position: Q3 2026 in Review

Castleview Partners increased its Apple (AAPL) stake by 0.53% in Q3 2026, buying an estimated $41.1K and bringing the position to 24,119 shares worth $8.03M. The position accounts for 3.52% of the portfolio, ranked #3.

Castleview Partners first reported a position in AAPL in Q1 2018 and has held it in 20 quarters since. The position peaked at $9.43M in Q3 2025. 610 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Castleview Partners held 24,119 shares of Apple worth $8.03M as of Q3 2026.
  • Castleview Partners bought 128 Apple shares in Q3 2026, an estimated $41.1K.
  • Apple made up 3.52% of Castleview Partners's portfolio in Q3 2026, its #3 holding.
  • Castleview Partners first reported a position in Apple in Q1 2018 and has held it in 20 quarters since.
  • Castleview Partners's Apple position peaked at $9.43M in Q3 2025.
  • 610 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.