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

Hassell 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 		$610K Sell
1,832
-51
-3% -$16.4K 0.18% 25
2026
Q2 		$590K Sell
1,883
-201
-10% -$57.5K 0.18% 26
2026
Q1 		$529K Hold
2,084
– – 0.18% 26
2025
Q4 		$533K Buy
2,084
+145
+7% +$38.9K 0.18% 23
2025
Q3 		$494K Buy
1,939
+209
+12% +$47.2K 0.17% 23
2025
Q2 		$370K Sell
1,730
-430
-20% -$86.8K 0.14% 24
2025
Q1 		$437K Sell
2,160
-49
-2% -$11.4K 0.19% 23
2024
Q4 		$526K Buy
2,209
+1
+0% +$236 0.21% 23
2024
Q3 		$499K Buy
2,208
+2
+0.1% +$447 0.21% 23
2024
Q2 		$483K Hold
2,206
– – 0.22% 23
2024
Q1 		$368K Buy
+2,206
New +$401K 0.23% 22

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Hassell Wealth Management reduced its Apple (AAPL) stake by 2.7% in Q3 2026, selling an estimated $16.4K and leaving 1,832 shares worth $610K. The position accounts for 0.18% of the portfolio, ranked #25.

Hassell Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 11 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Hassell Wealth Management held 1,832 shares of Apple worth $610K as of Q3 2026.
  • Hassell Wealth Management sold 51 Apple shares in Q3 2026, an estimated $16.4K.
  • Apple made up 0.18% of Hassell Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Hassell Wealth Management first reported a position in Apple in Q1 2024 and has held it in 11 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Hassell Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.