Coldstream Capital Management
AAPL icon

Coldstream Capital Management’s Apple AAPL Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Hold
0
– -$444K – 1110
2025
Q1 		– Hold
0
– – – 666
2014
Q3 		– Sell
-14,000
Closed -$325K – 195
2014
Q2 		$325K Buy
+14,000
New +$298K 0.1% 120
2013
Q4 		– Sell
-14,000
Closed -$238K – 187
2013
Q3 		$238K Buy
14,000
+5,600
+67% +$92.8K 0.08% 137
2013
Q2 		$119K Buy
+8,400
New +$129K 0.04% 173

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Coldstream Capital Management's AAPL Position: Q3 2026 in Review

Coldstream Capital Management increased its Apple (AAPL) stake by 1.3% in Q3 2026, buying an estimated $2.73M and bringing the position to 672,255 shares worth $224M. The position accounts for 2.73% of the portfolio, ranked #9.

Coldstream Capital Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Coldstream Capital Management held 672,255 shares of Apple worth $224M as of Q3 2026.
  • Coldstream Capital Management bought 8,489 Apple shares in Q3 2026, an estimated $2.73M.
  • Apple made up 2.73% of Coldstream Capital Management's portfolio in Q3 2026, its #9 holding.
  • Coldstream Capital Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Coldstream Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.