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Green Ridge Wealth Planning’s Apple AAPL Stock Holding History

Green Ridge Wealth Planning’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 		$10.1M Sell
30,252
-1,837
-6% -$590K 4.04% 8
2026
Q2 		$9.29M Sell
32,089
-1,837
-5% -$525K 3.91% 8
2026
Q1 		$8.61M Buy
33,926
+5
+0% +$1.3K 4.53% 7
2025
Q4 		$9.22M Buy
+33,921
New +$9.11M 4.72% 7

Other funds holding AAPL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Green Ridge Wealth Planning's AAPL Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Apple (AAPL) stake by 5.7% in Q3 2026, selling an estimated $590K and leaving 30,252 shares worth $10.1M. The position accounts for 4.04% of the portfolio, ranked #8.

Green Ridge Wealth Planning first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Green Ridge Wealth Planning held 30,252 shares of Apple worth $10.1M as of Q3 2026.
  • Green Ridge Wealth Planning sold 1,837 Apple shares in Q3 2026, an estimated $590K.
  • Apple made up 4.04% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #8 holding.
  • Green Ridge Wealth Planning first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.