Dynamic Advisor Solutions’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
– Sell
-200
Closed -$1K – 679
2020
Q3
$1K Buy
+200
New +$21.8K ﹤0.01% 613

Other funds holding AAPL

Dynamic Advisor Solutions's AAPL Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Apple (AAPL) stake by 6.2% in Q3 2026, buying an estimated $7.78M and bringing the position to 414,528 shares worth $138M. The position accounts for 3.92% of the portfolio, ranked #1.

Dynamic Advisor Solutions first reported a position in AAPL in Q4 2013 and has held it in 52 quarters since. 1,676 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Dynamic Advisor Solutions held 414,528 shares of Apple worth $138M as of Q3 2026.
  • Dynamic Advisor Solutions bought 24,211 Apple shares in Q3 2026, an estimated $7.78M.
  • Apple made up 3.92% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #1 holding.
  • Dynamic Advisor Solutions first reported a position in Apple in Q4 2013 and has held it in 52 quarters since.
  • 1,676 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.