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

Cyndeo 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 		$75.4M Sell
226,440
-6,928
-3% -$2.23M 3.41% 2
2026
Q2 		$67.5M Buy
233,368
+7,550
+3% +$2.16M 3.18% 2
2026
Q1 		$57.3M Buy
225,818
+16,122
+8% +$4.2M 3.02% 2
2025
Q4 		$57M Buy
209,696
+5,674
+3% +$1.52M 3.07% 3
2025
Q3 		$52M Sell
204,022
-4,102
-2% -$927K 2.89% 4
2025
Q2 		$42.7M Buy
208,124
+7,649
+4% +$1.54M 2.53% 5
2025
Q1 		$44.5M Buy
200,475
+18,103
+10% +$4.19M 2.92% 2
2024
Q4 		$45.7M Buy
182,372
+7,674
+4% +$1.81M 3.09% 2
2024
Q3 		$40.7M Buy
174,698
+46,261
+36% +$10.3M 2.84% 2
2024
Q2 		$27.1M Buy
128,437
+663
+0.5% +$124K 2.12% 4
2024
Q1 		$21.9M Sell
127,774
-233
-0.2% -$42.4K 1.82% 6
2023
Q4 		$24.6M Buy
128,007
+19,311
+18% +$3.57M 2.28% 4
2023
Q3 		$18.6M Buy
108,696
+3,264
+3% +$599K 1.94% 6
2023
Q2 		$20.5M Sell
105,432
-5,296
-5% -$923K 2.14% 4
2023
Q1 		$18.3M Sell
110,728
-13,769
-11% -$2.03M 1.97% 6
2022
Q4 		$16.2M Buy
+124,497
New +$17.8M 1.9% 5

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Cyndeo Wealth Partners reduced its Apple (AAPL) stake by 3% in Q3 2026, selling an estimated $2.23M and leaving 226,440 shares worth $75.4M. The position accounts for 3.41% of the portfolio, ranked #2.

Cyndeo Wealth Partners first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 2,641 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cyndeo Wealth Partners held 226,440 shares of Apple worth $75.4M as of Q3 2026.
  • Cyndeo Wealth Partners sold 6,928 Apple shares in Q3 2026, an estimated $2.23M.
  • Apple made up 3.41% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #2 holding.
  • Cyndeo Wealth Partners first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 2,641 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.