Downshift Financial
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Downshift Financial’s Apple AAPL Stock Holding History

Downshift Financial’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 		$733K Buy
+2,200
New +$707K 0.32% 36

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Downshift Financial's AAPL Position: Q3 2026 in Review

Downshift Financial increased its Apple (AAPL) stake by 249% in Q3 2026, buying an estimated $1.69M and bringing the position to 7,383 shares worth $2.46M. The position accounts for 1.06% of the portfolio, ranked #21.

Downshift Financial first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 2,059 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Downshift Financial held 7,383 shares of Apple worth $2.46M as of Q3 2026.
  • Downshift Financial bought 5,270 Apple shares in Q3 2026, an estimated $1.69M.
  • Apple made up 1.06% of Downshift Financial's portfolio in Q3 2026, its #21 holding.
  • Downshift Financial first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 2,059 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.