Koa Wealth Management
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Koa Wealth Management’s Apple AAPL Stock Holding History

Koa 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 		$18.6M Sell
55,854
-856
-2% -$275K 12.04% 2
2026
Q2 		$16.4M Sell
56,710
-24
-0% -$6.86K 11.16% 2
2026
Q1 		$14.4M Sell
56,734
-561
-1% -$146K 10.41% 2
2025
Q4 		$15.6M Sell
57,295
-2,810
-5% -$754K 10.7% 2
2025
Q3 		$15.3M Sell
60,105
-1,691
-3% -$382K 11.35% 2
2025
Q2 		$12.7M Sell
61,796
-23
-0% -$4.64K 10.07% 2
2025
Q1 		$13.7M Sell
61,819
-5,176
-8% -$1.2M 11.09% 2
2024
Q4 		$16.8M Sell
66,995
-4,026
-6% -$949K 13.71% 2
2024
Q3 		$16.5M Sell
71,021
-3,322
-4% -$742K 12.78% 2
2024
Q2 		$15.7M Sell
74,343
-4,517
-6% -$842K 13.23% 2
2024
Q1 		$13.5M Buy
78,860
+320
+0.4% +$58.2K 12.19% 2
2023
Q4 		$15.1M Buy
+78,540
New +$14.5M 14.93% 1

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Koa Wealth Management reduced its Apple (AAPL) stake by 1.5% in Q3 2026, selling an estimated $275K and leaving 55,854 shares worth $18.6M. The position accounts for 12.04% of the portfolio, ranked #2.

Koa Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Koa Wealth Management held 55,854 shares of Apple worth $18.6M as of Q3 2026.
  • Koa Wealth Management sold 856 Apple shares in Q3 2026, an estimated $275K.
  • Apple made up 12.04% of Koa Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Koa Wealth Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.