Cooper Capital Advisors
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Cooper Capital Advisors’s Apple AAPL Stock Holding History

Cooper Capital 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 		$2.24M Buy
6,721
+121
+2% +$38.9K 0.91% 22
2026
Q2 		$1.91M Hold
6,600
– – 0.83% 21
2026
Q1 		$1.67M Sell
6,600
-13
-0.2% -$3.38K 1.17% 16
2025
Q4 		$1.8M Hold
6,613
– – 1.13% 18
2025
Q3 		$1.68M Buy
6,613
+477
+8% +$108K 1.09% 19
2025
Q2 		$1.26M Hold
6,136
– – 1.22% 15
2025
Q1 		$1.36M Sell
6,136
-1,983
-24% -$459K 1.46% 14
2024
Q4 		$2.03M Buy
+8,119
New +$1.91M 2.11% 12

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

Cooper Capital Advisors's AAPL Position: Q3 2026 in Review

Cooper Capital Advisors increased its Apple (AAPL) stake by 1.8% in Q3 2026, buying an estimated $38.9K and bringing the position to 6,721 shares worth $2.24M. The position accounts for 0.91% of the portfolio, ranked #22.

Cooper Capital Advisors first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cooper Capital Advisors held 6,721 shares of Apple worth $2.24M as of Q3 2026.
  • Cooper Capital Advisors bought 121 Apple shares in Q3 2026, an estimated $38.9K.
  • Apple made up 0.91% of Cooper Capital Advisors's portfolio in Q3 2026, its #22 holding.
  • Cooper Capital Advisors first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cooper Capital Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.