Certuity
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Certuity’s Apple AAPL Stock Holding History

Certuity’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 		$99.4M Sell
298,203
-1,518
-0.5% -$488K 4.67% 3
2026
Q2 		$86.6M Buy
299,721
+84,578
+39% +$24.2M 4.27% 3
2026
Q1 		$54.5M Sell
215,143
-946,479
-81% -$246M 3.58% 4
2025
Q4 		$56.8M Buy
1,161,622
+3,106
+0.3% +$834K 3.57% 6
2025
Q3 		$52.4M Buy
1,158,516
+993,294
+601% +$224M 3.6% 5
2025
Q2 		$33.8M Sell
165,222
-1,997
-1% -$403K 3.18% 6
2025
Q1 		$37.1M Sell
167,219
-2,138
-1% -$495K 3.89% 5
2024
Q4 		$42.4M Buy
169,357
+9,158
+6% +$2.16M 4.61% 3
2024
Q3 		$37.3M Sell
160,199
-63,382
-28% -$14.2M 4.03% 3
2024
Q2 		$47.1M Sell
223,581
-10,862
-5% -$2.03M 3.75% 6
2024
Q1 		$40.2M Sell
234,443
-897
-0.4% -$163K 3.53% 6
2023
Q4 		$45.3M Buy
235,340
+32,060
+16% +$5.92M 4.58% 3
2023
Q3 		$34.8M Buy
203,280
+9,440
+5% +$1.73M 4.1% 7
2023
Q2 		$37.6M Buy
193,840
+15,041
+8% +$2.62M 4.27% 6
2023
Q1 		$29.5M Buy
178,799
+1,664
+0.9% +$246K 4.35% 6
2022
Q4 		$23M Buy
177,135
+5,573
+3% +$796K 3.65% 7
2022
Q3 		$23.7M Sell
171,562
-7,229
-4% -$1.13M 5.51% 4
2022
Q2 		$24.4M Buy
178,791
+22,427
+14% +$3.4M 6.38% 4
2022
Q1 		$27.3M Buy
156,364
+3,400
+2% +$572K 5.89% 2
2021
Q4 		$27.2M Sell
152,964
-83,833
-35% -$13.2M 5.83% 3
2021
Q3 		$33.5M Buy
236,797
+4,188
+2% +$617K 6.69% 2
2021
Q2 		$31.9M Buy
232,609
+7,277
+3% +$943K 7.35% 2
2021
Q1 		$27.5M Buy
225,332
+2,098
+0.9% +$269K 7.39% 2
2020
Q4 		$29.6M Sell
223,234
-3,154
-1% -$379K 9.53% 2
2020
Q3 		$26.2M Buy
226,388
+10,916
+5% +$1.19M 10.35% 2
2020
Q2 		$19.7M Buy
215,472
+2,372
+1% +$184K 9.15% 2
2020
Q1 		$13.5M Sell
213,100
-21,812
-9% -$1.6M 7.51% 2
2019
Q4 		$17.2M Buy
+234,912
New +$15.1M 8.25% 2

Other funds holding AAPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Certuity's AAPL Position: Q3 2026 in Review

Certuity reduced its Apple (AAPL) stake by 0.51% in Q3 2026, selling an estimated $488K and leaving 298,203 shares worth $99.4M. The position accounts for 4.67% of the portfolio, ranked #3.

Certuity first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 3,566 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Certuity held 298,203 shares of Apple worth $99.4M as of Q3 2026.
  • Certuity sold 1,518 Apple shares in Q3 2026, an estimated $488K.
  • Apple made up 4.67% of Certuity's portfolio in Q3 2026, its #3 holding.
  • Certuity first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 3,566 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Certuity's 13F filing for Q3 2026, filed 2 Nov 2026.