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Herold Advisors’s Apple AAPL Stock Holding History

Herold 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 		$27.1M Sell
81,516
-1,071
-1% -$344K 5.3% 1
2026
Q2 		$23.9M Sell
82,587
-1,362
-2% -$390K 4.72% 1
2026
Q1 		$21.3M Buy
83,949
+2,050
+3% +$534K 4.68% 1
2025
Q4 		$22.3M Sell
81,899
-2,746
-3% -$737K 4.98% 1
2025
Q3 		$21.6M Sell
84,645
-10,400
-11% -$2.35M 5% 1
2025
Q2 		$19.5M Sell
95,045
-4,625
-5% -$934K 4.09% 1
2025
Q1 		$22.1M Buy
99,670
+4,076
+4% +$944K 4.86% 1
2024
Q4 		$23.9M Sell
95,594
-1,332
-1% -$314K 5.22% 1
2024
Q3 		$22.6M Sell
96,926
-648
-0.7% -$145K 4.9% 1
2024
Q2 		$20.6M Buy
97,574
+1,415
+1% +$264K 4.75% 1
2024
Q1 		$16.5M Buy
96,159
+3,897
+4% +$709K 3.99% 1
2023
Q4 		$17.8M Sell
92,262
-505
-0.5% -$93.2K 4.91% 1
2023
Q3 		$15.9M Sell
92,767
-1,306
-1% -$240K 4.83% 1
2023
Q2 		$18.2M Sell
94,073
-1,591
-2% -$277K 5.59% 1
2023
Q1 		$15.8M Buy
95,664
+4,157
+5% +$613K 5.45% 1
2022
Q4 		$11.9M Buy
91,507
+7,981
+10% +$1.14M 5.03% 1
2022
Q3 		$11.5M Buy
83,526
+405
+0.5% +$63.6K 5.55% 1
2022
Q2 		$11.4M Sell
83,121
-102
-0.1% -$15.4K 5.06% 1
2022
Q1 		$14.5M Buy
83,223
+1,454
+2% +$245K 5.17% 1
2021
Q4 		$14.5M Sell
81,769
-273
-0.3% -$43.1K 5.64% 1
2021
Q3 		$11.6M Buy
+82,042
New +$12.1M 4.52% 1

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Herold Advisors's AAPL Position: Q3 2026 in Review

Herold Advisors reduced its Apple (AAPL) stake by 1.3% in Q3 2026, selling an estimated $344K and leaving 81,516 shares worth $27.1M. The position accounts for 5.3% of the portfolio, ranked #1.

Herold Advisors first reported a position in AAPL in Q3 2021 and has held it in 21 quarters since. 1,273 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Herold Advisors held 81,516 shares of Apple worth $27.1M as of Q3 2026.
  • Herold Advisors sold 1,071 Apple shares in Q3 2026, an estimated $344K.
  • Apple made up 5.3% of Herold Advisors's portfolio in Q3 2026, its #1 holding.
  • Herold Advisors first reported a position in Apple in Q3 2021 and has held it in 21 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.