Ehrlich Financial Group
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Ehrlich Financial Group’s Apple AAPL Stock Holding History

Ehrlich Financial Group’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 		$2.18M Buy
6,549
+265
+4% +$85.1K 1.13% 27
2026
Q2 		$1.82M Buy
6,284
+12
+0.2% +$3.43K 0.94% 31
2026
Q1 		$1.59M Sell
6,272
-3
-0% -$781 0.91% 33
2025
Q4 		$1.71M Buy
6,275
+1
+0% +$268 0.97% 29
2025
Q3 		$1.6M Sell
6,274
-145
-2% -$32.8K 0.95% 30
2025
Q2 		$1.32M Buy
6,419
+194
+3% +$39.2K 0.85% 35
2025
Q1 		$1.38M Buy
6,225
+7
+0.1% +$1.62K 1.01% 29
2024
Q4 		$1.56M Sell
6,218
-37
-0.6% -$8.72K 1.11% 25
2024
Q3 		$1.46M Buy
6,255
+14
+0.2% +$3.13K 1.04% 25
2024
Q2 		$1.31M Buy
6,241
+235
+4% +$43.8K 1.04% 24
2024
Q1 		$1.03M Buy
6,006
+102
+2% +$18.5K 0.87% 28
2023
Q4 		$1.14M Buy
+5,904
New +$1.09M 1.14% 26

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

Ehrlich Financial Group's AAPL Position: Q3 2026 in Review

Ehrlich Financial Group increased its Apple (AAPL) stake by 4.2% in Q3 2026, buying an estimated $85.1K and bringing the position to 6,549 shares worth $2.18M. The position accounts for 1.13% of the portfolio, ranked #27.

Ehrlich Financial Group 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.

  • Ehrlich Financial Group held 6,549 shares of Apple worth $2.18M as of Q3 2026.
  • Ehrlich Financial Group bought 265 Apple shares in Q3 2026, an estimated $85.1K.
  • Apple made up 1.13% of Ehrlich Financial Group's portfolio in Q3 2026, its #27 holding.
  • Ehrlich Financial Group 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 Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.