Envision Financial
AAPL icon

Envision Financial’s Apple AAPL Stock Holding History

Envision Financial’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 		$810K Sell
2,434
-15
-0.6% -$4.82K 0.36% 31
2026
Q2 		$709K Hold
2,449
– – 0.33% 32
2026
Q1 		$621K Sell
2,449
-4
-0.2% -$1.04K 0.33% 32
2025
Q4 		$667K Sell
2,453
-120
-5% -$32.2K 0.35% 33
2025
Q3 		$655K Hold
2,573
– – 0.38% 33
2025
Q2 		$528K Buy
2,573
+257
+11% +$51.9K 0.35% 37
2025
Q1 		$514K Buy
2,316
+273
+13% +$63.2K 0.39% 33
2024
Q4 		$512K Buy
+2,043
New +$481K 0.41% 33

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

Envision Financial's AAPL Position: Q3 2026 in Review

Envision Financial reduced its Apple (AAPL) stake by 0.61% in Q3 2026, selling an estimated $4.82K and leaving 2,434 shares worth $810K. The position accounts for 0.36% of the portfolio, ranked #31.

Envision Financial first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,959 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Envision Financial held 2,434 shares of Apple worth $810K as of Q3 2026.
  • Envision Financial sold 15 Apple shares in Q3 2026, an estimated $4.82K.
  • Apple made up 0.36% of Envision Financial's portfolio in Q3 2026, its #31 holding.
  • Envision Financial first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.