Dynamic Wealth Strategies
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Dynamic Wealth Strategies’s Apple AAPL Stock Holding History

Dynamic Wealth Strategies’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 		$1.19M Buy
3,566
+539
+18% +$173K 0.63% 30
2026
Q2 		$876K Buy
3,027
+7
+0.2% +$2K 0.47% 33
2026
Q1 		$766K Sell
3,020
-233
-7% -$60.6K 0.44% 34
2025
Q4 		$884K Buy
3,253
+314
+11% +$84.3K 0.53% 33
2025
Q3 		$748K Buy
2,939
+125
+4% +$28.2K 0.5% 33
2025
Q2 		$577K Sell
2,814
-16
-0.6% -$3.23K 0.42% 34
2025
Q1 		$629K Sell
2,830
-54
-2% -$12.5K 0.52% 31
2024
Q4 		$722K Sell
2,884
-6
-0.2% -$1.41K 0.64% 27
2024
Q3 		$673K Sell
2,890
-5
-0.2% -$1.12K 0.55% 26
2024
Q2 		$610K Buy
2,895
+8
+0.3% +$1.49K 0.52% 30
2024
Q1 		$495K Buy
2,887
+171
+6% +$31.1K 0.42% 32
2023
Q4 		$523K Buy
+2,716
New +$501K 0.48% 30

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

Dynamic Wealth Strategies's AAPL Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its Apple (AAPL) stake by 18% in Q3 2026, buying an estimated $173K and bringing the position to 3,566 shares worth $1.19M. The position accounts for 0.63% of the portfolio, ranked #30.

Dynamic Wealth Strategies first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Dynamic Wealth Strategies held 3,566 shares of Apple worth $1.19M as of Q3 2026.
  • Dynamic Wealth Strategies bought 539 Apple shares in Q3 2026, an estimated $173K.
  • Apple made up 0.63% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #30 holding.
  • Dynamic Wealth Strategies first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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