Continuum Wealth Advisors
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Continuum Wealth Advisors’s Apple AAPL Stock Holding History

Continuum Wealth Advisors’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 		$1.21M Buy
3,637
+9
+0.2% +$2.89K 0.39% 24
2026
Q2 		$1.05M Buy
3,628
+480
+15% +$137K 0.35% 30
2026
Q1 		$799K Sell
3,148
-744
-19% -$194K 0.33% 29
2025
Q4 		$1.06M Buy
3,892
+732
+23% +$197K 0.41% 26
2025
Q3 		$805K Buy
3,160
+1,274
+68% +$288K 0.34% 28
2025
Q2 		$387K Hold
1,886
– – 0.19% 39
2025
Q1 		$419K Sell
1,886
-255
-12% -$59.1K 0.21% 32
2024
Q4 		$536K Buy
2,141
+265
+14% +$62.5K 0.27% 30
2024
Q3 		$437K Sell
1,876
-746
-28% -$167K 0.23% 35
2024
Q2 		$552K Sell
2,622
-306
-10% -$57.1K 0.29% 28
2024
Q1 		$502K Buy
2,928
+1,045
+55% +$190K 0.28% 31
2023
Q4 		$363K Sell
1,883
-2
-0.1% -$369 0.24% 34
2023
Q3 		$323K Sell
1,885
-2
-0.1% -$367 0.23% 36
2023
Q2 		$366K Sell
1,887
-4
-0.2% -$697 0.26% 31
2023
Q1 		$312K Sell
1,891
-322
-15% -$47.5K 0.25% 30
2022
Q4 		$288K Buy
+2,213
New +$316K 0.29% 33

Other funds holding AAPL

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Continuum Wealth Advisors's AAPL Position: Q3 2026 in Review

Continuum Wealth Advisors increased its Apple (AAPL) stake by 0.25% in Q3 2026, buying an estimated $2.89K and bringing the position to 3,637 shares worth $1.21M. The position accounts for 0.39% of the portfolio, ranked #24.

Continuum Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 1,959 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Continuum Wealth Advisors held 3,637 shares of Apple worth $1.21M as of Q3 2026.
  • Continuum Wealth Advisors bought 9 Apple shares in Q3 2026, an estimated $2.89K.
  • Apple made up 0.39% of Continuum Wealth Advisors's portfolio in Q3 2026, its #24 holding.
  • Continuum Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Continuum Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.