Freestone Capital Holdings
AAPL icon

Freestone Capital Holdings’s Apple AAPL Stock Holding History

Freestone Capital Holdings’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
2013
Q4 		– Sell
-16,800
Closed -$286K – 293
2013
Q3 		$286K Buy
+16,800
New +$279K 0.05% 284

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Freestone Capital Holdings's AAPL Position: Q3 2026 in Review

Freestone Capital Holdings reduced its Apple (AAPL) stake by 13% in Q3 2026, selling an estimated $23.1M and leaving 466,786 shares worth $155M. The position accounts for 4.09% of the portfolio, ranked #4.

Freestone Capital Holdings first reported a position in AAPL in Q2 2013 and has held it in 54 quarters since. The position peaked at $156M in Q2 2026. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Freestone Capital Holdings held 466,786 shares of Apple worth $155M as of Q3 2026.
  • Freestone Capital Holdings sold 72,063 Apple shares in Q3 2026, an estimated $23.1M.
  • Apple made up 4.09% of Freestone Capital Holdings's portfolio in Q3 2026, its #4 holding.
  • Freestone Capital Holdings first reported a position in Apple in Q2 2013 and has held it in 54 quarters since.
  • Freestone Capital Holdings's Apple position peaked at $156M in Q2 2026.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.