Catalyst Private Wealth
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Catalyst Private Wealth’s Apple AAPL Stock Holding History

Catalyst Private Wealth’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 		$4.67M Buy
14,024
+1,178
+9% +$378K 1.95% 13
2026
Q2 		$3.72M Sell
12,846
-9
-0.1% -$2.57K 1.8% 15
2026
Q1 		$3.26M Buy
12,855
+338
+3% +$88K 1.77% 17
2025
Q4 		$3.4M Buy
12,517
+409
+3% +$110K 1.49% 17
2025
Q3 		$3.08M Buy
12,108
+430
+4% +$97.1K 1.35% 19
2025
Q2 		$2.4M Sell
11,678
-629
-5% -$127K 1.07% 19
2025
Q1 		$2.73M Buy
12,307
+78
+0.6% +$18.1K 1.33% 17
2024
Q4 		$3.06M Sell
12,229
-476
-4% -$112K 1.36% 18
2024
Q3 		$2.96M Sell
12,705
-14
-0.1% -$3.13K 1.45% 19
2024
Q2 		$2.68M Sell
12,719
-250
-2% -$46.6K 1.42% 19
2024
Q1 		$2.22M Sell
12,969
-46
-0.4% -$8.36K 1.16% 21
2023
Q4 		$2.51M Sell
13,015
-1,129
-8% -$208K 1.18% 21
2023
Q3 		$2.42M Sell
14,144
-1,025
-7% -$188K 1.43% 19
2023
Q2 		$2.94M Sell
15,169
-1,470
-9% -$256K 1.84% 16
2023
Q1 		$2.74M Buy
16,639
+2,768
+20% +$408K 1.9% 12
2022
Q4 		$1.8M Sell
13,871
-2,989
-18% -$427K 1.47% 20
2022
Q3 		$2.33M Buy
16,860
+4,819
+40% +$756K 1.76% 10
2022
Q2 		$1.65M Buy
12,041
+144
+1% +$21.8K 1.17% 19
2022
Q1 		$2.08M Sell
11,897
-39
-0.3% -$6.56K 1.04% 15
2021
Q4 		$2.12M Buy
11,936
+40
+0.3% +$6.32K 0.91% 13
2021
Q3 		$1.68M Sell
11,896
-200
-2% -$29.4K 0.72% 13
2021
Q2 		$1.66M Sell
12,096
-1,004
-8% -$130K 0.92% 11
2021
Q1 		$1.6M Buy
13,100
+9
+0.1% +$1.16K 1.12% 10
2020
Q4 		$1.74M Hold
13,091
– – 1.52% 8
2020
Q3 		$1.52M Buy
+13,091
New +$1.43M 1.47% 8

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Private Wealth's AAPL Position: Q3 2026 in Review

Catalyst Private Wealth increased its Apple (AAPL) stake by 9.2% in Q3 2026, buying an estimated $378K and bringing the position to 14,024 shares worth $4.67M. The position accounts for 1.95% of the portfolio, ranked #13.

Catalyst Private Wealth first reported a position in AAPL in Q3 2020 and has held it in 25 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Catalyst Private Wealth held 14,024 shares of Apple worth $4.67M as of Q3 2026.
  • Catalyst Private Wealth bought 1,178 Apple shares in Q3 2026, an estimated $378K.
  • Apple made up 1.95% of Catalyst Private Wealth's portfolio in Q3 2026, its #13 holding.
  • Catalyst Private Wealth first reported a position in Apple in Q3 2020 and has held it in 25 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.