HighRoad Wealth Advisors
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HighRoad Wealth Advisors’s Apple AAPL Stock Holding History

HighRoad Wealth 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 		$1.31M Sell
3,942
-175
-4% -$56.2K 1.1% 12
2026
Q2 		$1.19M Sell
4,117
-17
-0.4% -$4.86K 1% 12
2026
Q1 		$1.05M Sell
4,134
-116
-3% -$30.2K 1.02% 11
2025
Q4 		$1.16M Buy
+4,250
New +$1.14M 1.1% 11

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

HighRoad Wealth Advisors's AAPL Position: Q3 2026 in Review

HighRoad Wealth Advisors reduced its Apple (AAPL) stake by 4.3% in Q3 2026, selling an estimated $56.2K and leaving 3,942 shares worth $1.31M. The position accounts for 1.1% of the portfolio, ranked #12.

HighRoad Wealth Advisors first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • HighRoad Wealth Advisors held 3,942 shares of Apple worth $1.31M as of Q3 2026.
  • HighRoad Wealth Advisors sold 175 Apple shares in Q3 2026, an estimated $56.2K.
  • Apple made up 1.1% of HighRoad Wealth Advisors's portfolio in Q3 2026, its #12 holding.
  • HighRoad Wealth Advisors first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.