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	$1.86M	Hold	5,600	–	–	0.09%	125
2026 Q2	$1.62M	Buy	+5,600	New	+$1.6M	0.08%	132
2021 Q4	–	Sell	-4,800	Closed	-$680K	–	295
2021 Q3	$680K	Hold	4,800	–	–	0.14%	118
2021 Q2	$658K	Sell	4,800 -2,500	-34%	-$324K	0.15%	99
2021 Q1	$892K	Buy	7,300 +2,500	+52%	+$321K	0.24%	68
2020 Q4	$636K	Sell	4,800 -16,300	-77%	-$1.96M	0.2%	77
2020 Q3	$2.44M	Sell	21,100 -10,100	-32%	-$1.1M	0.96%	18
2020 Q2	$2.85M	Buy	+31,200	New	+$2.42M	1.32%	13

Other funds holding AAPL

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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. 3,697 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.
3,697 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.