GoalVest Advisory’s Aptiv APTV Stock Holding History

GoalVest Advisory’s Portfolio APTV Stock Details APTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.22K	Buy	+98	New	+$4.95K	﹤0.01%	586
2022 Q2	–	Sell	-3	Closed	–	–	319
2022 Q1	$0	Buy	+3	New	+$399	﹤0.01%	381

Other funds holding APTV

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Arbor Wealth Advisors Troy, Michigan $161M AUM 16.28% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GoalVest Advisory's APTV Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Aptiv (APTV) in Q3 2026: 98 shares worth $4.22K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in APTV as recently as Q1 2022.

GoalVest Advisory first reported a position in APTV in Q1 2022 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold APTV as of Q3 2026.

GoalVest Advisory held 98 shares of Aptiv worth $4.22K as of Q3 2026.
Aptiv was a new GoalVest Advisory position in Q3 2026.
Aptiv made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #586 holding.
GoalVest Advisory first reported a position in Aptiv in Q1 2022 and has held it in 2 quarters since.
19 funds tracked by Wall St. Rank held Aptiv as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.