FEG
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Financial Enhancement Group’s Apple AAPL Stock Holding History

Financial Enhancement Group’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 		$707K Sell
2,100
-100
-5% -$32.1K 0.08% 94
2026
Q2 		$637K Hold
2,200
– – 0.08% 99
2026
Q1 		$595K Buy
+2,200
New +$573K 0.07% 101

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Enhancement Group's AAPL Position: Q3 2026 in Review

Financial Enhancement Group reduced its Apple (AAPL) stake by 2.4% in Q3 2026, selling an estimated $444K and leaving 55,889 shares worth $18.8M. The position accounts for 2.16% of the portfolio, ranked #15.

Financial Enhancement Group first reported a position in AAPL in Q2 2015 and has held it in 46 quarters since. The position peaked at $20.3M in Q4 2021. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Financial Enhancement Group held 55,889 shares of Apple worth $18.8M as of Q3 2026.
  • Financial Enhancement Group sold 1,383 Apple shares in Q3 2026, an estimated $444K.
  • Apple made up 2.16% of Financial Enhancement Group's portfolio in Q3 2026, its #15 holding.
  • Financial Enhancement Group first reported a position in Apple in Q2 2015 and has held it in 46 quarters since.
  • Financial Enhancement Group's Apple position peaked at $20.3M in Q4 2021.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.