IPW
AAPL icon

Intergy Private Wealth’s Apple AAPL Stock Holding History

Intergy Private Wealth’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 		$5.78M Buy
17,355
+187
+1% +$60.1K 1.3% 15
2026
Q2 		$4.97M Sell
17,168
-576
-3% -$165K 1.15% 19
2026
Q1 		$4.5M Buy
17,744
+140
+0.8% +$36.4K 1.32% 17
2025
Q4 		$4.79M Sell
17,604
-269
-2% -$72.2K 1.44% 16
2025
Q3 		$4.55M Buy
17,873
+1,337
+8% +$302K 1.42% 16
2025
Q2 		$3.39M Buy
16,536
+1,925
+13% +$389K 1.16% 19
2025
Q1 		$3.25M Buy
14,611
+305
+2% +$70.7K 1.23% 19
2024
Q4 		$3.58M Buy
14,306
+651
+5% +$153K 1.34% 17
2024
Q3 		$3.18M Buy
13,655
+568
+4% +$127K 1.21% 20
2024
Q2 		$2.76M Buy
13,087
+401
+3% +$74.8K 1.14% 19
2024
Q1 		$2.18M Sell
12,686
-266
-2% -$48.4K 0.89% 23
2023
Q4 		$2.49M Sell
12,952
-17
-0.1% -$3.14K 1.08% 22
2023
Q3 		$2.22M Buy
12,969
+263
+2% +$48.2K 1.11% 23
2023
Q2 		$2.46M Buy
12,706
+820
+7% +$143K 1.21% 20
2023
Q1 		$1.96M Buy
11,886
+921
+8% +$136K 1.1% 23
2022
Q4 		$1.42M Buy
10,965
+731
+7% +$104K 0.89% 25
2022
Q3 		$1.41M Buy
10,234
+986
+11% +$155K 1% 23
2022
Q2 		$1.26M Buy
9,248
+145
+2% +$22K 1% 19
2022
Q1 		$1.59M Buy
9,103
+3,251
+56% +$547K 1.11% 18
2021
Q4 		$1.04M Buy
+5,852
New +$925K 0.81% 27

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

Intergy Private Wealth's AAPL Position: Q3 2026 in Review

Intergy Private Wealth increased its Apple (AAPL) stake by 1.1% in Q3 2026, buying an estimated $60.1K and bringing the position to 17,355 shares worth $5.78M. The position accounts for 1.3% of the portfolio, ranked #15.

Intergy Private Wealth first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 1,372 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Intergy Private Wealth held 17,355 shares of Apple worth $5.78M as of Q3 2026.
  • Intergy Private Wealth bought 187 Apple shares in Q3 2026, an estimated $60.1K.
  • Apple made up 1.3% of Intergy Private Wealth's portfolio in Q3 2026, its #15 holding.
  • Intergy Private Wealth first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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