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Enzi Wealth’s Apple AAPL Stock Holding History

Enzi Wealth’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 		$5.79M Buy
16,970
+3,214
+23% +$1.03M 1.74% 12
2026
Q2 		$4.33M Sell
13,756
-1,165
-8% -$333K 1.37% 12
2026
Q1 		$3.79M Buy
14,921
+600
+4% +$156K 1.31% 12
2025
Q4 		$3.72M Sell
14,321
-35
-0.2% -$9.4K 1.31% 13
2025
Q3 		$3.55M Sell
14,356
-600
-4% -$136K 1.25% 18
2025
Q2 		$3.16M Buy
14,956
+25
+0.2% +$5.05K 1.16% 18
2025
Q1 		$3.11M Sell
14,931
-519
-3% -$120K 1.26% 17
2024
Q4 		$3.46M Buy
15,450
+70
+0.5% +$16.5K 1.32% 17
2024
Q3 		$3.56M Buy
15,380
+7,873
+105% +$1.76M 1.39% 17
2024
Q2 		$1.7M Sell
7,507
-69
-0.9% -$12.9K 0.75% 20
2024
Q1 		$1.31M Sell
7,576
-138
-2% -$25.1K 0.61% 20
2023
Q4 		$1.43M Sell
7,714
-1,360
-15% -$251K 0.69% 19
2023
Q3 		$1.62M Buy
9,074
+20
+0.2% +$3.67K 0.86% 16
2023
Q2 		$1.73M Buy
9,054
+382
+4% +$66.6K 0.88% 15
2023
Q1 		$1.43M Sell
8,672
-954
-10% -$141K 0.74% 16
2022
Q4 		$1.37M Buy
9,626
+2
+0% +$286 0.66% 29
2022
Q3 		$1.44M Buy
+9,624
New +$1.51M 0.71% 25

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Enzi Wealth's AAPL Position: Q3 2026 in Review

Enzi Wealth increased its Apple (AAPL) stake by 23% in Q3 2026, buying an estimated $1.03M and bringing the position to 16,970 shares worth $5.79M. The position accounts for 1.74% of the portfolio, ranked #12.

Enzi Wealth first reported a position in AAPL in Q3 2022 and has held it in 17 quarters since. 1,422 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Enzi Wealth held 16,970 shares of Apple worth $5.79M as of Q3 2026.
  • Enzi Wealth bought 3,214 Apple shares in Q3 2026, an estimated $1.03M.
  • Apple made up 1.74% of Enzi Wealth's portfolio in Q3 2026, its #12 holding.
  • Enzi Wealth first reported a position in Apple in Q3 2022 and has held it in 17 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.