Insight Wealth Partners
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Insight Wealth Partners’s Apple AAPL Stock Holding History

Insight Wealth Partners’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 		$3.2M Sell
9,616
-677
-7% -$217K 0.42% 26
2026
Q2 		$2.98M Buy
10,293
+532
+5% +$152K 0.4% 26
2026
Q1 		$2.48M Buy
9,761
+15
+0.2% +$3.9K 0.35% 25
2025
Q4 		$2.65M Sell
9,746
-346
-3% -$92.9K 0.36% 23
2025
Q3 		$2.57M Buy
10,092
+71
+0.7% +$16K 0.78% 22
2025
Q2 		$2.06M Sell
10,021
-39
-0.4% -$7.88K 0.8% 26
2025
Q1 		$2.23M Buy
10,060
+329
+3% +$76.2K 0.37% 24
2024
Q4 		$2.44M Sell
9,731
-1,576
-14% -$371K 0.33% 24
2024
Q3 		$2.63M Buy
11,307
+2,357
+26% +$526K 0.52% 20
2024
Q2 		$1.89M Sell
8,950
-436
-5% -$81.3K 0.33% 25
2024
Q1 		$1.61M Buy
9,386
+1,492
+19% +$271K 0.28% 27
2023
Q4 		$1.52M Buy
7,894
+925
+13% +$171K 0.26% 23
2023
Q3 		$1.19M Buy
6,969
+168
+2% +$30.8K 0.23% 27
2023
Q2 		$1.32M Buy
6,801
+1,242
+22% +$216K 0.31% 25
2023
Q1 		$917K Buy
5,559
+462
+9% +$68.2K 0.21% 29
2022
Q4 		$662K Buy
5,097
+226
+5% +$32.3K 0.5% 31
2022
Q3 		$673K Sell
4,871
-5
-0.1% -$785 0.64% 29
2022
Q2 		$667K Sell
4,876
-1,262
-21% -$191K 0.5% 31
2022
Q1 		$1.07M Sell
6,138
-483
-7% -$81.2K 0.6% 24
2021
Q4 		$1.18M Buy
6,621
+2,311
+54% +$365K 0.22% 25
2021
Q3 		$610K Sell
4,310
-25
-0.6% -$3.68K 0.33% 38
2021
Q2 		$594K Sell
4,335
-588
-12% -$76.2K 0.32% 36
2021
Q1 		$601K Sell
4,923
-1,956
-28% -$251K 0.3% 34
2020
Q4 		$913K Buy
6,879
+75
+1% +$9.02K 0.56% 27
2020
Q3 		$788K Buy
6,804
+2,436
+56% +$266K 0.75% 25
2020
Q2 		$398K Buy
4,368
+708
+19% +$54.9K 0.41% 30
2020
Q1 		$233K Hold
3,660
– – 0.3% 34
2019
Q4 		$269K Buy
+3,660
New +$235K 0.27% 37

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Insight Wealth Partners's AAPL Position: Q3 2026 in Review

Insight Wealth Partners reduced its Apple (AAPL) stake by 6.6% in Q3 2026, selling an estimated $217K and leaving 9,616 shares worth $3.2M. The position accounts for 0.42% of the portfolio, ranked #26.

Insight Wealth Partners first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 3,331 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Insight Wealth Partners held 9,616 shares of Apple worth $3.2M as of Q3 2026.
  • Insight Wealth Partners sold 677 Apple shares in Q3 2026, an estimated $217K.
  • Apple made up 0.42% of Insight Wealth Partners's portfolio in Q3 2026, its #26 holding.
  • Insight Wealth Partners first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 3,331 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.