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Essential Partners’s Apple AAPL Stock Holding History

Essential 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 		$2.64M Buy
7,926
+61
+0.8% +$19.6K 1.2% 10
2026
Q2 		$2.28M Buy
7,865
+831
+12% +$238K 1.05% 10
2026
Q1 		$1.79M Buy
7,034
+138
+2% +$35.9K 0.6% 33
2025
Q4 		$1.87M Buy
6,896
+528
+8% +$142K 0.58% 30
2025
Q3 		$1.62M Buy
6,368
+461
+8% +$104K 0.53% 30
2025
Q2 		$1.21M Buy
+5,907
New +$1.19M 0.48% 43

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
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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Essential Partners's AAPL Position: Q3 2026 in Review

Essential Partners increased its Apple (AAPL) stake by 0.78% in Q3 2026, buying an estimated $19.6K and bringing the position to 7,926 shares worth $2.64M. The position accounts for 1.2% of the portfolio, ranked #10.

Essential Partners first reported a position in AAPL in Q2 2025 and has held it in 6 quarters since. 1,173 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Essential Partners held 7,926 shares of Apple worth $2.64M as of Q3 2026.
  • Essential Partners bought 61 Apple shares in Q3 2026, an estimated $19.6K.
  • Apple made up 1.2% of Essential Partners's portfolio in Q3 2026, its #10 holding.
  • Essential Partners first reported a position in Apple in Q2 2025 and has held it in 6 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.