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EPIQ Partners’s Apple AAPL Stock Holding History

EPIQ 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 		$4.77M Sell
14,324
-442
-3% -$142K 2.05% 15
2026
Q2 		$4.27M Sell
14,766
-377
-2% -$108K 1.81% 16
2026
Q1 		$3.84M Buy
15,143
+15
+0.1% +$3.9K 1.8% 18
2025
Q4 		$4.11M Sell
15,128
-933
-6% -$250K 1.92% 16
2025
Q3 		$4.09M Buy
16,061
+416
+3% +$94K 1.93% 17
2025
Q2 		$3.21M Sell
15,645
-1,120
-7% -$226K 1.64% 19
2025
Q1 		$3.72M Sell
16,765
-69
-0.4% -$16K 1.96% 16
2024
Q4 		$4.22M Sell
16,834
-48
-0.3% -$11.3K 2.28% 15
2024
Q3 		$3.93M Buy
16,882
+247
+1% +$55.2K 2.18% 16
2024
Q2 		$3.5M Sell
16,635
-548
-3% -$102K 2.37% 16
2024
Q1 		$2.95M Buy
17,183
+1,862
+12% +$339K 1.96% 22
2023
Q4 		$2.95M Sell
15,321
-1,128
-7% -$208K 2.12% 20
2023
Q3 		$2.82M Sell
16,449
-1,741
-10% -$319K 2.13% 18
2023
Q2 		$3.53M Sell
18,190
-582
-3% -$101K 2.4% 16
2023
Q1 		$3.1M Buy
18,772
+455
+2% +$67.1K 2.14% 17
2022
Q4 		$2.38M Sell
18,317
-65
-0.4% -$9.29K 1.58% 22
2022
Q3 		$2.54M Hold
18,382
– – 1.57% 23
2022
Q2 		$2.51M Sell
18,382
-8
-0% -$1.21K 1.54% 26
2022
Q1 		$3.21M Hold
18,390
– – 1.73% 20
2021
Q4 		$3.27M Sell
18,390
-4,946
-21% -$782K 1.74% 20
2021
Q3 		$3.3M Sell
23,336
-232
-1% -$34.2K 1.52% 23
2021
Q2 		$3.23M Buy
23,568
+120
+0.5% +$15.5K 1.62% 25
2021
Q1 		$2.86M Buy
23,448
+191
+0.8% +$24.5K 1.64% 24
2020
Q4 		$3.09M Buy
23,257
+1,359
+6% +$163K 2.15% 17
2020
Q3 		$2.56M Sell
21,898
-4,102
-16% -$448K 1.93% 18
2020
Q2 		$2.37M Hold
26,000
– – 2.16% 16
2020
Q1 		$1.65M Buy
26,000
+1,352
+5% +$99.4K 1.83% 22
2019
Q4 		$1.81M Buy
+24,648
New +$1.59M 1.84% 25

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

EPIQ Partners's AAPL Position: Q3 2026 in Review

EPIQ Partners reduced its Apple (AAPL) stake by 3% in Q3 2026, selling an estimated $142K and leaving 14,324 shares worth $4.77M. The position accounts for 2.05% of the portfolio, ranked #15.

EPIQ Partners first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 1,617 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • EPIQ Partners held 14,324 shares of Apple worth $4.77M as of Q3 2026.
  • EPIQ Partners sold 442 Apple shares in Q3 2026, an estimated $142K.
  • Apple made up 2.05% of EPIQ Partners's portfolio in Q3 2026, its #15 holding.
  • EPIQ Partners first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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