Equita Financial Network
AAPL icon

Equita Financial Network’s Apple AAPL Stock Holding History

Equita Financial Network’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 		$2.46M Sell
7,398
-1,184
-14% -$380K 0.7% 29
2026
Q2 		$2.48M Buy
8,582
+192
+2% +$54.9K 0.69% 30
2026
Q1 		$2.13M Buy
8,390
+4,774
+132% +$1.24M 0.67% 29
2025
Q4 		$983K Sell
3,616
-643
-15% -$173K 0.3% 45
2025
Q3 		$1.08M Sell
4,259
-905
-18% -$204K 0.37% 35
2025
Q2 		$1.06M Sell
5,164
-1,952
-27% -$394K 0.42% 34
2025
Q1 		$1.58M Buy
7,116
+2,471
+53% +$572K 0.55% 36
2024
Q4 		$1.16M Buy
4,645
+383
+9% +$90.3K 0.42% 39
2024
Q3 		$993K Sell
4,262
-530
-11% -$118K 0.36% 42
2024
Q2 		$1.01M Buy
4,792
+1,601
+50% +$299K 0.42% 40
2024
Q1 		$547K Buy
3,191
+703
+28% +$128K 0.25% 48
2023
Q4 		$479K Sell
2,488
-767
-24% -$142K 0.26% 47
2023
Q3 		$557K Buy
+3,255
New +$597K 0.34% 41

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Equita Financial Network's AAPL Position: Q3 2026 in Review

Equita Financial Network reduced its Apple (AAPL) stake by 14% in Q3 2026, selling an estimated $380K and leaving 7,398 shares worth $2.46M. The position accounts for 0.7% of the portfolio, ranked #29.

Equita Financial Network first reported a position in AAPL in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.48M in Q2 2026. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Equita Financial Network held 7,398 shares of Apple worth $2.46M as of Q3 2026.
  • Equita Financial Network sold 1,184 Apple shares in Q3 2026, an estimated $380K.
  • Apple made up 0.7% of Equita Financial Network's portfolio in Q3 2026, its #29 holding.
  • Equita Financial Network first reported a position in Apple in Q3 2023 and has held it in 13 quarters since.
  • Equita Financial Network's Apple position peaked at $2.48M in Q2 2026.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.