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DDFG Inc’s Apple AAPL Stock Holding History

DDFG Inc’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 		$7.52M Sell
22,574
-615
-3% -$198K 1.48% 22
2026
Q2 		$6.71M Sell
23,189
-217
-0.9% -$62.1K 1.33% 23
2026
Q1 		$5.94M Sell
23,406
-302
-1% -$78.6K 1.28% 24
2025
Q4 		$6.45M Sell
23,708
-312
-1% -$83.8K 1.41% 20
2025
Q3 		$6.12M Sell
24,020
-150
-0.6% -$33.9K 1.41% 20
2025
Q2 		$4.96M Buy
24,170
+56
+0.2% +$11.3K 1.25% 22
2025
Q1 		$5.36M Sell
24,114
-302
-1% -$70K 1.48% 17
2024
Q4 		$6.11M Sell
24,416
-427
-2% -$101K 1.76% 16
2024
Q3 		$5.79M Sell
24,843
-2,171
-8% -$485K 1.65% 17
2024
Q2 		$5.69M Buy
27,014
+79
+0.3% +$14.7K 1.76% 15
2024
Q1 		$4.62M Sell
26,935
-63
-0.2% -$11.5K 1.47% 17
2023
Q4 		$5.2M Sell
26,998
-37
-0.1% -$6.83K 1.76% 15
2023
Q3 		$4.63M Sell
27,035
-195
-0.7% -$35.8K 1.71% 16
2023
Q2 		$5.28M Sell
27,230
-300
-1% -$52.3K 1.94% 15
2023
Q1 		$4.54M Buy
27,530
+2,017
+8% +$298K 1.76% 19
2022
Q4 		$3.31M Buy
+25,513
New +$3.65M 1.37% 21

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

DDFG Inc's AAPL Position: Q3 2026 in Review

DDFG Inc reduced its Apple (AAPL) stake by 2.7% in Q3 2026, selling an estimated $198K and leaving 22,574 shares worth $7.52M. The position accounts for 1.48% of the portfolio, ranked #22.

DDFG Inc first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 3,037 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • DDFG Inc held 22,574 shares of Apple worth $7.52M as of Q3 2026.
  • DDFG Inc sold 615 Apple shares in Q3 2026, an estimated $198K.
  • Apple made up 1.48% of DDFG Inc's portfolio in Q3 2026, its #22 holding.
  • DDFG Inc first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 3,037 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.