Forza Wealth Management
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Forza Wealth Management’s Apple AAPL Stock Holding History

Forza Wealth Management’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 		$4.94M Buy
14,844
+1,688
+13% +$542K 1.43% 16
2026
Q2 		$3.81M Sell
13,156
-722
-5% -$207K 1.17% 23
2026
Q1 		$3.52M Buy
13,878
+679
+5% +$177K 1.23% 23
2025
Q4 		$3.59M Sell
13,199
-94
-0.7% -$25.2K 1.3% 22
2025
Q3 		$3.38M Buy
13,293
+687
+5% +$155K 1.3% 22
2025
Q2 		$2.59M Sell
12,606
-279
-2% -$56.3K 1.06% 28
2025
Q1 		$2.86M Sell
12,885
-380
-3% -$88K 1.29% 24
2024
Q4 		$3.32M Sell
13,265
-293
-2% -$69.1K 1.51% 17
2024
Q3 		$3.16M Buy
13,558
+298
+2% +$66.5K 1.45% 16
2024
Q2 		$2.79M Sell
13,260
-393
-3% -$73.3K 1.44% 18
2024
Q1 		$2.34M Sell
13,653
-400
-3% -$72.7K 1.22% 21
2023
Q4 		$2.71M Sell
14,053
-1,107
-7% -$204K 1.49% 18
2023
Q3 		$2.6M Sell
15,160
-625
-4% -$115K 1.34% 20
2023
Q2 		$3.06M Sell
15,785
-251
-2% -$43.7K 1.54% 13
2023
Q1 		$2.64M Buy
16,036
+10
+0.1% +$1.48K 1.36% 18
2022
Q4 		$2.08M Buy
+16,026
New +$2.29M 1.38% 20

Other funds holding AAPL

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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

Forza Wealth Management's AAPL Position: Q3 2026 in Review

Forza Wealth Management increased its Apple (AAPL) stake by 13% in Q3 2026, buying an estimated $542K and bringing the position to 14,844 shares worth $4.94M. The position accounts for 1.43% of the portfolio, ranked #16.

Forza Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Forza Wealth Management held 14,844 shares of Apple worth $4.94M as of Q3 2026.
  • Forza Wealth Management bought 1,688 Apple shares in Q3 2026, an estimated $542K.
  • Apple made up 1.43% of Forza Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Forza Wealth Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.