Corepath Wealth Partners
AAPL icon

Corepath Wealth Partners’s Apple AAPL Stock Holding History

Corepath Wealth Partners’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 		$651K Sell
1,933
-702
-27% -$225K 0.45% 19
2026
Q2 		$826K Buy
2,635
+188
+8% +$53.8K 0.52% 19
2026
Q1 		$634K Hold
2,447
– – 0.43% 19
2025
Q4 		$637K Sell
2,447
-7
-0.3% -$1.88K 0.43% 18
2025
Q3 		$630K Buy
2,454
+294
+14% +$66.4K 0.46% 20
2025
Q2 		$461K Buy
2,160
+17
+0.8% +$3.43K 0.39% 21
2025
Q1 		$428K Sell
2,143
-1
-0% -$232 0.41% 18
2024
Q4 		$500K Sell
2,144
-478
-18% -$113K 0.49% 18
2024
Q3 		$606K Buy
2,622
+30
+1% +$6.7K 0.59% 17
2024
Q2 		$590K Buy
2,592
+72
+3% +$13.4K 0.62% 18
2024
Q1 		$426K Sell
2,520
-727
-22% -$132K 0.47% 18
2023
Q4 		$588K Buy
3,247
+644
+25% +$119K 0.33% 23
2023
Q3 		$466K Buy
2,603
+300
+13% +$55K 0.28% 23
2023
Q2 		$447K Buy
2,303
+91
+4% +$15.9K 0.26% 23
2023
Q1 		$366K Buy
2,212
+1
+0% +$148 0.23% 27
2022
Q4 		$288K Buy
2,211
+130
+6% +$18.6K 0.19% 31
2022
Q3 		$296K Buy
2,081
+539
+35% +$84.6K 0.22% 30
2022
Q2 		$229K Hold
1,542
– – 0.17% 33
2022
Q1 		$251K Hold
1,542
– – 0.17% 35
2021
Q4 		$266K Buy
1,542
+25
+2% +$3.95K 0.19% 36
2021
Q3 		$214K Hold
1,517
– – 0.16% 37
2021
Q2 		$222K Sell
1,517
-105
-6% -$13.6K 0.17% 37
2021
Q1 		$216K Sell
1,622
-1,231
-43% -$158K 0.19% 36
2020
Q4 		$378K Buy
+2,853
New +$343K 0.39% 27

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Corepath Wealth Partners's AAPL Position: Q3 2026 in Review

Corepath Wealth Partners reduced its Apple (AAPL) stake by 27% in Q3 2026, selling an estimated $225K and leaving 1,933 shares worth $651K. The position accounts for 0.45% of the portfolio, ranked #19.

Corepath Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. The position peaked at $826K in Q2 2026. 1,793 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Corepath Wealth Partners held 1,933 shares of Apple worth $651K as of Q3 2026.
  • Corepath Wealth Partners sold 702 Apple shares in Q3 2026, an estimated $225K.
  • Apple made up 0.45% of Corepath Wealth Partners's portfolio in Q3 2026, its #19 holding.
  • Corepath Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • Corepath Wealth Partners's Apple position peaked at $826K in Q2 2026.
  • 1,793 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.