Fidato Wealth
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Fidato Wealth’s Apple AAPL Stock Holding History

Fidato 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 		$2.93M Buy
+8,809
New +$2.83M 1.59% 6
2026
Q2 		– Sell
-832
Closed -$211K – 15
2026
Q1 		$211K Buy
832
+21
+3% +$5.46K 0.14% 15
2025
Q4 		$221K Hold
811
– – 0.14% 15
2025
Q3 		$207K Buy
+811
New +$183K 0.14% 15
2025
Q2 		– Sell
-9,492
Closed -$2.11M – 12
2025
Q1 		$2.11M Sell
9,492
-1,703
-15% -$395K 1.61% 6
2024
Q4 		$2.8M Buy
+11,195
New +$2.64M 2.1% 6

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Fidato Wealth's AAPL Position: Q3 2026 in Review

Fidato Wealth opened a new position in Apple (AAPL) in Q3 2026: 8,809 shares worth $2.93M. The stake represents 1.59% of the portfolio and ranks #6 among its holdings. This is a return to the name: Fidato Wealth previously reported a position in AAPL as recently as Q1 2026.

Fidato Wealth first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 2,771 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Fidato Wealth held 8,809 shares of Apple worth $2.93M as of Q3 2026.
  • Apple was a new Fidato Wealth position in Q3 2026.
  • Apple made up 1.59% of Fidato Wealth's portfolio in Q3 2026, its #6 holding.
  • Fidato Wealth first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 2,771 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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