Hegarty Advisors’s Apple AAPL Stock Holding History

Hegarty Advisors’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	$2.15M	Sell	6,461 -7	-0.1%	-$2.25K	1.33%	22
2026 Q2	$1.87M	Sell	6,468 -85	-1%	-$24.3K	1.29%	24
2026 Q1	$1.66M	Buy	+6,553	New	+$1.71M	1.31%	26

Other funds holding AAPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Hegarty Advisors's AAPL Position: Q3 2026 in Review

Hegarty Advisors reduced its Apple (AAPL) stake by 0.11% in Q3 2026, selling an estimated $2.25K and leaving 6,461 shares worth $2.15M. The position accounts for 1.33% of the portfolio, ranked #22.

Hegarty Advisors first reported a position in AAPL in Q1 2026 and has held it in 3 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Hegarty Advisors held 6,461 shares of Apple worth $2.15M as of Q3 2026.
Hegarty Advisors sold 7 Apple shares in Q3 2026, an estimated $2.25K.
Apple made up 1.33% of Hegarty Advisors's portfolio in Q3 2026, its #22 holding.
Hegarty Advisors first reported a position in Apple in Q1 2026 and has held it in 3 quarters since.
4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.