HFG Wealth Management’s Apple AAPL Stock Holding History

HFG 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	$1.91M	Hold	6,590	–	–	1.93%	17
2026 Q2	$1.91M	Sell	6,590 -3,426	-34%	-$980K	1.92%	17
2026 Q1	$2.54M	Buy	10,016 +9	+0.1%	+$2.34K	1.4%	18
2025 Q4	$2.72M	Buy	10,007 +10	+0.1%	+$2.68K	1.5%	18
2025 Q3	$2.55M	Buy	9,997 +61	+0.6%	+$13.8K	1.38%	19
2025 Q2	$2.21M	Buy	9,936 +3	+0%	+$606	1.35%	22
2025 Q1	$2.49M	Sell	9,933 -49	-0.5%	-$11.4K	1.51%	19
2024 Q4	$2.33M	Buy	9,982 +366	+4%	+$86.3K	1.51%	21
2024 Q3	$2.03M	Hold	9,616	–	–	1.29%	21
2024 Q2	$2.03M	Buy	9,616 +12	+0.1%	+$2.24K	1.29%	21
2024 Q1	$1.65M	Sell	9,604 -86,296	-90%	-$15.7M	0.97%	20
2023 Q4	$18.5M	Buy	+95,900	New	+$17.7M	4.53%	5
2023 Q1	$17.4M	Buy	+105,340	New	+$15.5M	3.6%	6

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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

HFG Wealth Management held its Apple (AAPL) position steady in Q3 2026 at 6,590 shares worth $1.91M. The position accounts for 1.93% of the portfolio, ranked #17.

HFG Wealth Management first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.5M in Q4 2023. 2,073 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

HFG Wealth Management held 6,590 shares of Apple worth $1.91M as of Q3 2026.
HFG Wealth Management left its Apple share count unchanged in Q3 2026.
Apple made up 1.93% of HFG Wealth Management's portfolio in Q3 2026, its #17 holding.
HFG Wealth Management first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
HFG Wealth Management's Apple position peaked at $18.5M in Q4 2023.
2,073 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.