KFA Private Wealth Group
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KFA Private Wealth Group’s Apple AAPL Stock Holding History

KFA Private Wealth Group’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 		$6.23M Buy
18,695
+719
+4% +$231K 1.46% 17
2026
Q2 		$5.2M Sell
17,976
-2,649
-13% -$758K 1.25% 17
2026
Q1 		$5.23M Sell
20,625
-2,682
-12% -$698K 1.26% 17
2025
Q4 		$6.34M Buy
23,307
+4,146
+22% +$1.11M 1.54% 17
2025
Q3 		$4.88M Sell
19,161
-696
-4% -$157K 1.39% 19
2025
Q2 		$4.07M Sell
19,857
-667
-3% -$135K 1.26% 19
2025
Q1 		$4.56M Buy
20,524
+5,556
+37% +$1.29M 1.6% 18
2024
Q4 		$3.75M Sell
14,968
-413
-3% -$97.3K 1.57% 16
2024
Q3 		$3.58M Buy
15,381
+522
+4% +$117K 1.71% 15
2024
Q2 		$3.13M Sell
14,859
-14,445
-49% -$2.69M 1.62% 15
2024
Q1 		$5.03M Buy
29,304
+1,648
+6% +$300K 1.56% 12
2023
Q4 		$5.32M Buy
27,656
+832
+3% +$154K 1.91% 11
2023
Q3 		$4.59M Sell
26,824
-120
-0.4% -$22K 1.91% 12
2023
Q2 		$5.23M Sell
26,944
-421
-2% -$73.4K 2.17% 12
2023
Q1 		$4.51M Buy
27,365
+126
+0.5% +$18.6K 2.05% 12
2022
Q4 		$3.54M Buy
27,239
+146
+0.5% +$20.9K 1.81% 12
2022
Q3 		$3.74M Sell
27,093
-197
-0.7% -$30.9K 1.99% 12
2022
Q2 		$3.73M Sell
27,290
-106
-0.4% -$16.1K 2.06% 12
2022
Q1 		$4.78M Buy
27,396
+413
+2% +$69.5K 2.4% 12
2021
Q4 		$4.79M Sell
26,983
-516
-2% -$81.5K 2.38% 12
2021
Q3 		$3.89M Sell
27,499
-276
-1% -$40.6K 2.13% 12
2021
Q2 		$3.8M Sell
27,775
-453
-2% -$58.7K 2.08% 12
2021
Q1 		$3.45M Buy
28,228
+515
+2% +$66.1K 2.01% 13
2020
Q4 		$3.68M Buy
27,713
+1,727
+7% +$208K 2.33% 13
2020
Q3 		$3.01M Buy
25,986
+618
+2% +$67.4K 2.26% 13
2020
Q2 		$2.31M Sell
25,368
-732
-3% -$56.7K 2.22% 12
2020
Q1 		$1.66M Buy
26,100
+868
+3% +$63.8K 1.96% 12
2019
Q4 		$1.85M Buy
+25,232
New +$1.62M 1.7% 11

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

KFA Private Wealth Group's AAPL Position: Q3 2026 in Review

KFA Private Wealth Group increased its Apple (AAPL) stake by 4% in Q3 2026, buying an estimated $231K and bringing the position to 18,695 shares worth $6.23M. The position accounts for 1.46% of the portfolio, ranked #17.

KFA Private Wealth Group first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.34M in Q4 2025. 1,617 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • KFA Private Wealth Group held 18,695 shares of Apple worth $6.23M as of Q3 2026.
  • KFA Private Wealth Group bought 719 Apple shares in Q3 2026, an estimated $231K.
  • Apple made up 1.46% of KFA Private Wealth Group's portfolio in Q3 2026, its #17 holding.
  • KFA Private Wealth Group first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • KFA Private Wealth Group's Apple position peaked at $6.34M in Q4 2025.
  • 1,617 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.