Kaufman Rossin Wealth
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Kaufman Rossin Wealth’s Apple AAPL Stock Holding History

Kaufman Rossin 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 		$5.34M Buy
16,043
+3,300
+26% +$1.06M 2.16% 10
2026
Q2 		$4.03M Sell
12,743
-208
-2% -$59.5K 1.91% 12
2026
Q1 		$3.29M Sell
12,951
-178
-1% -$46.3K 1.88% 12
2025
Q4 		$3.57M Sell
13,129
-156
-1% -$41.9K 1.86% 11
2025
Q3 		$3.38M Buy
13,285
+1,966
+17% +$444K 1.85% 11
2025
Q2 		$2.32M Buy
11,319
+3,207
+40% +$648K 1.47% 13
2025
Q1 		$1.8M Buy
8,112
+3,850
+90% +$892K 1.29% 13
2024
Q4 		$1.07M Buy
+4,262
New +$1M 1.1% 16

Other funds holding AAPL

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Kaufman Rossin Wealth's AAPL Position: Q3 2026 in Review

Kaufman Rossin Wealth increased its Apple (AAPL) stake by 26% in Q3 2026, buying an estimated $1.06M and bringing the position to 16,043 shares worth $5.34M. The position accounts for 2.16% of the portfolio, ranked #10.

Kaufman Rossin Wealth first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Kaufman Rossin Wealth held 16,043 shares of Apple worth $5.34M as of Q3 2026.
  • Kaufman Rossin Wealth bought 3,300 Apple shares in Q3 2026, an estimated $1.06M.
  • Apple made up 2.16% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #10 holding.
  • Kaufman Rossin Wealth first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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