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
2026
Q3
– Sell
-11,500
Closed -$3.33M – 1030
2026
Q2
$3.33M Hold
11,500
– – 0.09% 228
2026
Q1
$45.3K Buy
+11,500
New +$2.99M ﹤0.01% 955
2025
Q3
– Sell
-11,500
Closed -$84.4K – 933
2025
Q2
$84.4K Hold
11,500
– – ﹤0.01% 888
2025
Q1
$12.9K Sell
11,500
-6,000
-34% -$1.39M ﹤0.01% 843
2024
Q4
$11.8K Buy
+17,500
New +$4.12M ﹤0.01% 649
2024
Q2
– Sell
-17,500
Closed -$204K – 946
2024
Q1
$204K Buy
17,500
+6,000
+52% +$1.09M 0.01% 865
2023
Q4
$120K Buy
+11,500
New +$2.12M ﹤0.01% 860
2021
Q2
– Sell
-2,500
Closed -$15K – 757
2021
Q1
$15K Buy
+2,500
New +$321K ﹤0.01% 661
2020
Q4
– Sell
-1,000
Closed -$7K – 680
2020
Q3
$7K Buy
+1,000
New +$109K ﹤0.01% 594
2020
Q2
– Sell
-3,200
Closed -$35K – 551
2020
Q1
$35K Buy
+3,200
New +$235K 0.01% 468

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. 1,372 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.
  • 1,372 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.