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Kaydan Wealth Management’s Apple AAPL Stock Holding History

Kaydan Wealth 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 		$3.39M Sell
10,167
-344
-3% -$110K 1.16% 19
2026
Q2 		$3.04M Buy
10,511
+95
+0.9% +$27.2K 0.93% 22
2026
Q1 		$2.64M Buy
10,416
+306
+3% +$79.6K 0.88% 22
2025
Q4 		$2.75M Sell
10,110
-33
-0.3% -$8.86K 0.8% 22
2025
Q3 		$2.58M Sell
10,143
-217
-2% -$49K 0.74% 27
2025
Q2 		$2.13M Buy
10,360
+229
+2% +$46.2K 0.7% 27
2025
Q1 		$2.25M Sell
10,131
-9
-0.1% -$2.08K 0.72% 23
2024
Q4 		$2.54M Sell
10,140
-83
-0.8% -$19.6K 0.84% 19
2024
Q3 		$2.38M Sell
10,223
-235
-2% -$52.5K 0.7% 20
2024
Q2 		$2.2M Sell
10,458
-281
-3% -$52.4K 0.78% 22
2024
Q1 		$1.84M Sell
10,739
-254
-2% -$46.2K 0.63% 24
2023
Q4 		$2.12M Hold
10,993
– – 0.86% 19
2023
Q3 		$1.88M Sell
10,993
-627
-5% -$115K 0.75% 17
2023
Q2 		$2.25M Sell
11,620
-1,825
-14% -$318K 0.94% 14
2023
Q1 		$2.22M Sell
13,445
-314
-2% -$46.3K 0.91% 12
2022
Q4 		$1.79M Sell
13,759
-1,077
-7% -$154K 0.71% 15
2022
Q3 		$2.05M Sell
14,836
-929
-6% -$146K 1.13% 10
2022
Q2 		$2.16M Sell
15,765
-1,046
-6% -$158K 1.2% 10
2022
Q1 		$2.94M Sell
16,811
-1,009
-6% -$170K 1.3% 14
2021
Q4 		$3.16M Buy
+17,820
New +$2.82M 1.2% 15

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
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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Kaydan Wealth Management's AAPL Position: Q3 2026 in Review

Kaydan Wealth Management reduced its Apple (AAPL) stake by 3.3% in Q3 2026, selling an estimated $110K and leaving 10,167 shares worth $3.39M. The position accounts for 1.16% of the portfolio, ranked #19.

Kaydan Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 1,130 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Kaydan Wealth Management held 10,167 shares of Apple worth $3.39M as of Q3 2026.
  • Kaydan Wealth Management sold 344 Apple shares in Q3 2026, an estimated $110K.
  • Apple made up 1.16% of Kaydan Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Kaydan Wealth Management first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.