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Independent Wealth Network’s Apple AAPL Stock Holding History

Independent Wealth Network’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 		$6.54M Sell
19,626
-215
-1% -$69.1K 1.65% 8
2026
Q2 		$5.74M Buy
19,841
+194
+1% +$55.5K 1.46% 8
2026
Q1 		$4.99M Buy
19,647
+40
+0.2% +$10.4K 1.48% 11
2025
Q4 		$5.33M Buy
19,607
+26
+0.1% +$6.98K 1.63% 9
2025
Q3 		$4.99M Buy
19,581
+163
+0.8% +$36.8K 1.6% 9
2025
Q2 		$3.98M Sell
19,418
-1,409
-7% -$285K 1.45% 14
2025
Q1 		$4.63M Sell
20,827
-790
-4% -$183K 1.85% 10
2024
Q4 		$5.41M Buy
21,617
+1,280
+6% +$302K 2.2% 6
2024
Q3 		$4.74M Sell
20,337
-497
-2% -$111K 2.09% 7
2024
Q2 		$4.39M Buy
20,834
+170
+0.8% +$31.7K 2.04% 8
2024
Q1 		$3.54M Sell
20,664
-299
-1% -$54.4K 1.66% 12
2023
Q4 		$4.04M Buy
20,963
+1,150
+6% +$212K 2.12% 7
2023
Q3 		$3.39M Buy
19,813
+178
+0.9% +$32.6K 2.09% 10
2023
Q2 		$3.81M Sell
19,635
-1,367
-7% -$238K 2.29% 8
2023
Q1 		$3.46M Buy
21,002
+1,003
+5% +$148K 2.22% 9
2022
Q4 		$2.6M Buy
19,999
+407
+2% +$58.2K 1.78% 12
2022
Q3 		$2.71M Buy
19,592
+187
+1% +$29.4K 2.12% 10
2022
Q2 		$2.65M Sell
19,405
-493
-2% -$74.7K 1.91% 10
2022
Q1 		$3.47M Sell
19,898
-198
-1% -$33.3K 2.21% 10
2021
Q4 		$3.57M Buy
20,096
+2,149
+12% +$340K 2.2% 10
2021
Q3 		$2.72M Buy
+17,947
New +$2.64M 1.78% 11

Other funds holding AAPL

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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Independent Wealth Network's AAPL Position: Q3 2026 in Review

Independent Wealth Network reduced its Apple (AAPL) stake by 1.1% in Q3 2026, selling an estimated $69.1K and leaving 19,626 shares worth $6.54M. The position accounts for 1.65% of the portfolio, ranked #8.

Independent Wealth Network first reported a position in AAPL in Q3 2021 and has held it in 21 quarters since. 2,438 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Independent Wealth Network held 19,626 shares of Apple worth $6.54M as of Q3 2026.
  • Independent Wealth Network sold 215 Apple shares in Q3 2026, an estimated $69.1K.
  • Apple made up 1.65% of Independent Wealth Network's portfolio in Q3 2026, its #8 holding.
  • Independent Wealth Network first reported a position in Apple in Q3 2021 and has held it in 21 quarters since.
  • 2,438 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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