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

Invera 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 		$7.6M Buy
22,813
+173
+0.8% +$55.6K 3.92% 1
2026
Q2 		$6.55M Buy
22,640
+39
+0.2% +$11.2K 3.51% 2
2026
Q1 		$5.74M Sell
22,601
-1,167
-5% -$304K 3.68% 3
2025
Q4 		$6.46M Sell
23,768
-1,262
-5% -$339K 4.08% 3
2025
Q3 		$6.37M Sell
25,030
-169
-0.7% -$38.2K 3.93% 3
2025
Q2 		$5.17M Sell
25,199
-542
-2% -$109K 3.37% 5
2025
Q1 		$5.72M Buy
+25,741
New +$5.96M 3.7% 2
2024
Q2 		– Sell
-30,410
Closed -$5.08M – 46
2024
Q1 		$5.08M Buy
30,410
+618
+2% +$112K 4.31% 2
2023
Q4 		$5.74M Buy
+29,792
New +$5.5M 3.59% 3

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Invera Wealth Advisors increased its Apple (AAPL) stake by 0.76% in Q3 2026, buying an estimated $55.6K and bringing the position to 22,813 shares worth $7.6M. The position accounts for 3.92% of the portfolio, ranked #1.

Invera Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 9 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Invera Wealth Advisors held 22,813 shares of Apple worth $7.6M as of Q3 2026.
  • Invera Wealth Advisors bought 173 Apple shares in Q3 2026, an estimated $55.6K.
  • Apple made up 3.92% of Invera Wealth Advisors's portfolio in Q3 2026, its #1 holding.
  • Invera Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 9 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Invera Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.