Kagan Cocozza Asset Management’s Apple AAPL Stock Holding History

Kagan Cocozza Asset Management’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	$1.96M	Sell	5,874 -37	-0.6%	-$11.9K	1.21%	16
2026 Q2	$1.71M	Sell	5,911 -46	-0.8%	-$13.2K	1.07%	16
2026 Q1	$1.51M	Hold	5,957	–	–	1.06%	16
2025 Q4	$1.62M	Buy	5,957 +24	+0.4%	+$6.44K	1.15%	16
2025 Q3	$1.51M	Buy	5,933 +4,324	+269%	+$977K	1.14%	18
2025 Q2	$330K	Buy	1,609 +75	+5%	+$15.1K	0.25%	48
2025 Q1	$341K	Sell	1,534 -6	-0.4%	-$1.39K	0.28%	52
2024 Q4	$386K	Buy	+1,540	New	+$363K	0.32%	48

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Kagan Cocozza Asset Management's AAPL Position: Q3 2026 in Review

Kagan Cocozza Asset Management reduced its Apple (AAPL) stake by 0.63% in Q3 2026, selling an estimated $11.9K and leaving 5,874 shares worth $1.96M. The position accounts for 1.21% of the portfolio, ranked #16.

Kagan Cocozza Asset Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,617 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Kagan Cocozza Asset Management held 5,874 shares of Apple worth $1.96M as of Q3 2026.
Kagan Cocozza Asset Management sold 37 Apple shares in Q3 2026, an estimated $11.9K.
Apple made up 1.21% of Kagan Cocozza Asset Management's portfolio in Q3 2026, its #16 holding.
Kagan Cocozza Asset Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
1,617 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.