Elevation Wealth Partners
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Elevation Wealth Partners’s Apple AAPL Stock Holding History

Elevation Wealth Partners’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 		$9.33M Sell
28,012
-57
-0.2% -$18.3K 2.62% 8
2026
Q2 		$8.12M Sell
28,069
-66
-0.2% -$18.9K 2.43% 8
2026
Q1 		$7.14M Sell
28,135
-2,326
-8% -$605K 2.56% 8
2025
Q4 		$8.28M Sell
30,461
-2,583
-8% -$693K 2.93% 7
2025
Q3 		$8.41M Buy
33,044
+3,923
+13% +$886K 3.03% 7
2025
Q2 		$5.97M Sell
29,121
-510
-2% -$103K 2.36% 8
2025
Q1 		$6.59M Sell
29,631
-1,490
-5% -$345K 2.85% 7
2024
Q4 		$7.79M Sell
31,121
-420
-1% -$99K 3.29% 7
2024
Q3 		$7.35M Sell
31,541
-232
-0.7% -$51.8K 3.15% 8
2024
Q2 		$6.69M Sell
31,773
-269
-0.8% -$50.2K 3.17% 7
2024
Q1 		$5.5M Buy
32,042
+2,258
+8% +$411K 2.75% 7
2023
Q4 		$5.11M Buy
29,784
+16,821
+130% +$3.11M 3.06% 7
2023
Q3 		$2.22M Sell
12,963
-26
-0.2% -$4.77K 1.92% 10
2023
Q2 		$2.52M Sell
12,989
-768
-6% -$134K 2.12% 9
2023
Q1 		$2.27M Buy
+13,757
New +$2.03M 2.08% 9

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Elevation Wealth Partners's AAPL Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Apple (AAPL) stake by 0.2% in Q3 2026, selling an estimated $18.3K and leaving 28,012 shares worth $9.33M. The position accounts for 2.62% of the portfolio, ranked #8.

Elevation Wealth Partners first reported a position in AAPL in Q1 2023 and has held it in 15 quarters since. 2,438 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Elevation Wealth Partners held 28,012 shares of Apple worth $9.33M as of Q3 2026.
  • Elevation Wealth Partners sold 57 Apple shares in Q3 2026, an estimated $18.3K.
  • Apple made up 2.62% of Elevation Wealth Partners's portfolio in Q3 2026, its #8 holding.
  • Elevation Wealth Partners first reported a position in Apple in Q1 2023 and has held it in 15 quarters since.
  • 2,438 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.