McCarter Private Wealth Services’s Apple AAPL Stock Holding History

McCarter Private Wealth Services’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	$4.85M	Sell	14,553 -202	-1%	-$64.9K	1.65%	16
2026 Q2	$4.27M	Buy	14,755 +93	+0.6%	+$26.6K	1.47%	23
2026 Q1	$3.72M	Buy	14,662 +406	+3%	+$106K	1.62%	18
2025 Q4	$3.88M	Buy	14,256 +798	+6%	+$214K	1.74%	16
2025 Q3	$3.43M	Buy	13,458 +95	+0.7%	+$21.5K	1.76%	17
2025 Q2	$2.74M	Sell	13,363 -2,300	-15%	-$464K	1.57%	23
2025 Q1	$3.48M	Buy	15,663 +1,906	+14%	+$442K	2.28%	14
2024 Q4	$3.45M	Buy	13,757 +1,221	+10%	+$288K	2.19%	15
2024 Q3	$2.92M	Buy	+12,536	New	+$2.8M	1.85%	19

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

McCarter Private Wealth Services's AAPL Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Apple (AAPL) stake by 1.4% in Q3 2026, selling an estimated $64.9K and leaving 14,553 shares worth $4.85M. The position accounts for 1.65% of the portfolio, ranked #16.

McCarter Private Wealth Services first reported a position in AAPL in Q3 2024 and has held it in 9 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

McCarter Private Wealth Services held 14,553 shares of Apple worth $4.85M as of Q3 2026.
McCarter Private Wealth Services sold 202 Apple shares in Q3 2026, an estimated $64.9K.
Apple made up 1.65% of McCarter Private Wealth Services's portfolio in Q3 2026, its #16 holding.
McCarter Private Wealth Services first reported a position in Apple in Q3 2024 and has held it in 9 quarters since.
2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.