Guardian Partners’s Apple AAPL Stock Holding History

Guardian Partners’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	$28.2M	Buy	84,678 +1,146	+1%	+$368K	2.5%	9
2026 Q2	$24.2M	Sell	83,532 -13,844	-14%	-$3.96M	2.18%	9
2026 Q1	$24.8M	Sell	97,376 -7,936	-8%	-$2.07M	2.06%	12
2025 Q4	$29M	Buy	105,312 +12,650	+14%	+$3.4M	2.33%	8
2025 Q3	$23.7M	Sell	92,662 -158	-0.2%	-$35.7K	2%	11
2025 Q2	$19.6M	Buy	92,820 +4,266	+5%	+$862K	1.76%	13
2025 Q1	$18.1M	Sell	88,554 -2,822	-3%	-$654K	1.87%	12
2024 Q4	$22.2M	Buy	+91,376	New	+$21.5M	2.26%	9

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Guardian Partners's AAPL Position: Q3 2026 in Review

Guardian Partners increased its Apple (AAPL) stake by 1.4% in Q3 2026, buying an estimated $368K and bringing the position to 84,678 shares worth $28.2M. The position accounts for 2.5% of the portfolio, ranked #9.

Guardian Partners first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $29M in Q4 2025. 2,314 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Guardian Partners held 84,678 shares of Apple worth $28.2M as of Q3 2026.
Guardian Partners bought 1,146 Apple shares in Q3 2026, an estimated $368K.
Apple made up 2.5% of Guardian Partners's portfolio in Q3 2026, its #9 holding.
Guardian Partners first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Apple position peaked at $29M in Q4 2025.
2,314 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.