Curated Wealth Partners
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Curated Wealth Partners’s Apple AAPL Stock Holding History

Curated 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 		$29.5M Buy
88,652
+41,913
+90% +$13.5M 2.43% 6
2026
Q2 		$13.5M Buy
46,739
+5,847
+14% +$1.67M 1.57% 9
2026
Q1 		$10.4M Buy
40,892
+7,683
+23% +$2M 1.31% 10
2025
Q4 		$9.03M Sell
33,209
-11,527
-26% -$3.09M 0.98% 9
2025
Q3 		$11.4M Sell
44,736
-2,734
-6% -$618K 1.38% 9
2025
Q2 		$9.7M Buy
47,470
+732
+2% +$148K 1.14% 8
2025
Q1 		$10.4M Sell
46,738
-2,579
-5% -$597K 1.34% 7
2024
Q4 		$12.3M Sell
49,317
-3,696
-7% -$871K 1.41% 6
2024
Q3 		$12.4M Buy
53,013
+2,913
+6% +$651K 1.58% 6
2024
Q2 		$10.6M Buy
+50,100
New +$9.34M 1.47% 6
2024
Q1 		– Sell
-43,247
Closed -$7.86M – 139
2023
Q4 		$8.33M Sell
43,247
-1,819
-4% -$336K 1.36% 7
2023
Q3 		$7.72M Sell
45,066
-3
-0% -$550 1.41% 6
2023
Q2 		$8.74M Sell
45,069
-2
-0% -$349 1.7% 6
2023
Q1 		$7.43M Sell
45,071
-1,856
-4% -$274K 1.67% 6
2022
Q4 		$6.1M Sell
46,927
-9
-0% -$1.29K 1.48% 6
2022
Q3 		$6.49M Buy
46,936
+122
+0.3% +$19.1K 1.91% 4
2022
Q2 		$6.4M Buy
46,814
+1,848
+4% +$280K 1.88% 5
2022
Q1 		$7.99M Hold
44,966
– – 2.71% 4
2021
Q4 		$7.99M Hold
44,966
– – 2.58% 5
2021
Q3 		$6.36M Buy
44,966
+54
+0.1% +$7.95K 3.55% 5
2021
Q2 		$6.15M Sell
44,912
-248
-0.5% -$32.1K 3.35% 5
2021
Q1 		$5.52M Buy
45,160
+144
+0.3% +$18.5K 3.39% 5
2020
Q4 		$5.97M Buy
+45,016
New +$5.41M 3.87% 5

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Curated Wealth Partners increased its Apple (AAPL) stake by 90% in Q3 2026, buying an estimated $13.5M and bringing the position to 88,652 shares worth $29.5M. The position accounts for 2.43% of the portfolio, ranked #6.

Curated Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Curated Wealth Partners held 88,652 shares of Apple worth $29.5M as of Q3 2026.
  • Curated Wealth Partners bought 41,913 Apple shares in Q3 2026, an estimated $13.5M.
  • Apple made up 2.43% of Curated Wealth Partners's portfolio in Q3 2026, its #6 holding.
  • Curated Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.