Encompass Wealth Advisors
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Encompass Wealth Advisors’s Apple AAPL Stock Holding History

Encompass Wealth Advisors’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 		$25.2M Buy
75,696
+38,126
+101% +$12.2M 3.73% 6
2026
Q2 		$10.9M Sell
37,570
-103
-0.3% -$29.5K 3.31% 7
2026
Q1 		$9.6M Sell
37,673
-12
-0% -$3.12K 3.33% 7
2025
Q4 		$10.2M Sell
37,685
-677
-2% -$182K 3.49% 7
2025
Q3 		$9.8M Sell
38,362
-23
-0.1% -$5.2K 3.33% 7
2025
Q2 		$7.88M Sell
38,385
-920
-2% -$186K 2.89% 8
2025
Q1 		$8.73M Sell
39,305
-263
-0.7% -$60.9K 3.55% 7
2024
Q4 		$9.9M Sell
39,568
-4,527
-10% -$1.07M 4% 7
2024
Q3 		$10.3M Buy
44,095
+870
+2% +$194K 2.57% 7
2024
Q2 		$9.1M Sell
43,225
-3,413
-7% -$636K 2.41% 10
2024
Q1 		$8M Buy
46,638
+9,655
+26% +$1.76M 2.12% 10
2023
Q4 		$7.12M Sell
36,983
-2,225
-6% -$411K 2.14% 10
2023
Q3 		$6.71M Buy
39,208
+2,505
+7% +$459K 2.23% 10
2023
Q2 		$7.12M Sell
36,703
-1,718
-4% -$299K 2.32% 10
2023
Q1 		$6.34M Buy
38,421
+868
+2% +$128K 2.16% 10
2022
Q4 		$4.88M Buy
37,553
+53
+0.1% +$7.57K 1.78% 11
2022
Q3 		$5.18M Sell
37,500
-483
-1% -$75.8K 1.97% 10
2022
Q2 		$5.19M Sell
37,983
-2,243
-6% -$340K 1.84% 13
2022
Q1 		$7.02M Buy
40,226
+876
+2% +$147K 1.77% 13
2021
Q4 		$6.99M Buy
39,350
+246
+0.6% +$38.9K 1.7% 12
2021
Q3 		$5.53M Buy
39,104
+2,204
+6% +$324K 1.44% 15
2021
Q2 		$5.05M Buy
36,900
+2,246
+6% +$291K 1.24% 17
2021
Q1 		$4.43M Buy
34,654
+3,383
+11% +$434K 1.13% 19
2020
Q4 		$4.15M Buy
+31,271
New +$3.76M 2.39% 9

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

Encompass Wealth Advisors's AAPL Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Apple (AAPL) stake by 101% in Q3 2026, buying an estimated $12.2M and bringing the position to 75,696 shares worth $25.2M. The position accounts for 3.73% of the portfolio, ranked #6.

Encompass Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Encompass Wealth Advisors held 75,696 shares of Apple worth $25.2M as of Q3 2026.
  • Encompass Wealth Advisors bought 38,126 Apple shares in Q3 2026, an estimated $12.2M.
  • Apple made up 3.73% of Encompass Wealth Advisors's portfolio in Q3 2026, its #6 holding.
  • Encompass Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.