Financial Designs
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Financial Designs’s Apple AAPL Stock Holding History

Financial Designs’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 		$1.04M Buy
3,123
+103
+3% +$33.1K 0.54% 17
2026
Q2 		$874K Sell
3,020
-41
-1% -$11.7K 0.47% 18
2026
Q1 		$777K Buy
+3,061
New +$797K 0.43% 20
2025
Q3 		– Sell
-3,560
Closed -$730K – 23
2025
Q2 		$730K Buy
+3,560
New +$719K 0.45% 22
2023
Q4 		– Sell
-3,411
Closed -$584K – 10
2023
Q3 		$584K Buy
+3,411
New +$626K 0.44% 14

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Financial Designs's AAPL Position: Q3 2026 in Review

Financial Designs increased its Apple (AAPL) stake by 3.4% in Q3 2026, buying an estimated $33.1K and bringing the position to 3,123 shares worth $1.04M. The position accounts for 0.54% of the portfolio, ranked #17.

Financial Designs first reported a position in AAPL in Q3 2023 and has held it in 5 quarters since. 2,862 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Financial Designs held 3,123 shares of Apple worth $1.04M as of Q3 2026.
  • Financial Designs bought 103 Apple shares in Q3 2026, an estimated $33.1K.
  • Apple made up 0.54% of Financial Designs's portfolio in Q3 2026, its #17 holding.
  • Financial Designs first reported a position in Apple in Q3 2023 and has held it in 5 quarters since.
  • 2,862 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.