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Cresta Advisors’s Apple AAPL Stock Holding History

Cresta 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 		$9.32M Sell
27,972
-5,734
-17% -$1.84M 4.06% 6
2026
Q2 		$9.8M Sell
33,706
-251
-0.7% -$71.8K 3.5% 9
2026
Q1 		$8.62M Sell
33,957
-451
-1% -$117K 3.53% 9
2025
Q4 		$9.35M Sell
34,408
-89
-0.3% -$23.9K 3.92% 9
2025
Q3 		$8.78M Sell
34,497
-2,685
-7% -$607K 3.92% 9
2025
Q2 		$7.63M Sell
37,182
-3,249
-8% -$656K 3.72% 9
2025
Q1 		$8.98M Sell
40,431
-698
-2% -$162K 4.65% 8
2024
Q4 		$9.6M Hold
41,129
– – 5.01% 8
2024
Q3 		$9.6M Sell
41,129
-1,454
-3% -$325K 5.01% 8
2024
Q2 		$8.97M Buy
42,583
+162
+0.4% +$30.2K 5.32% 7
2024
Q1 		$7.27M Buy
42,421
+238
+0.6% +$43.3K 4.61% 9
2023
Q4 		$8.12M Buy
42,183
+125
+0.3% +$23.1K 5.42% 7
2023
Q3 		$7.2M Buy
42,058
+4,568
+12% +$838K 5.58% 6
2023
Q2 		$7.27M Buy
37,490
+1,777
+5% +$310K 5.65% 5
2023
Q1 		$5.89M Sell
35,713
-40
-0.1% -$5.9K 4.58% 8
2022
Q4 		$4.65M Sell
35,753
-2,086
-6% -$298K 4.05% 8
2022
Q3 		$5.23M Buy
+37,839
New +$5.94M 6.45% 7

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cresta Advisors's AAPL Position: Q3 2026 in Review

Cresta Advisors reduced its Apple (AAPL) stake by 17% in Q3 2026, selling an estimated $1.84M and leaving 27,972 shares worth $9.32M. The position accounts for 4.06% of the portfolio, ranked #6.

Cresta Advisors first reported a position in AAPL in Q3 2022 and has held it in 17 quarters since. The position peaked at $9.8M in Q2 2026. 1,372 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cresta Advisors held 27,972 shares of Apple worth $9.32M as of Q3 2026.
  • Cresta Advisors sold 5,734 Apple shares in Q3 2026, an estimated $1.84M.
  • Apple made up 4.06% of Cresta Advisors's portfolio in Q3 2026, its #6 holding.
  • Cresta Advisors first reported a position in Apple in Q3 2022 and has held it in 17 quarters since.
  • Cresta Advisors's Apple position peaked at $9.8M in Q2 2026.
  • 1,372 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.