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MFA Wealth Services’s Apple AAPL Stock Holding History

MFA 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 		$3.56M Sell
10,703
-166
-2% -$53.3K 2.12% 9
2026
Q2 		$3.15M Buy
10,869
+77
+0.7% +$22K 1.88% 10
2026
Q1 		$2.74M Sell
10,792
-41
-0.4% -$10.7K 1.81% 10
2025
Q4 		$2.95M Sell
10,833
-530
-5% -$142K 1.99% 10
2025
Q3 		$2.89M Sell
11,363
-100
-0.9% -$22.6K 2% 10
2025
Q2 		$2.35M Sell
11,463
-327
-3% -$66K 1.77% 14
2025
Q1 		$2.62M Sell
11,790
-951
-7% -$220K 2.15% 8
2024
Q4 		$3.19M Buy
+12,741
New +$3M 2.56% 7

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

MFA Wealth Services's AAPL Position: Q3 2026 in Review

MFA Wealth Services reduced its Apple (AAPL) stake by 1.5% in Q3 2026, selling an estimated $53.3K and leaving 10,703 shares worth $3.56M. The position accounts for 2.12% of the portfolio, ranked #9.

MFA Wealth Services first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,793 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • MFA Wealth Services held 10,703 shares of Apple worth $3.56M as of Q3 2026.
  • MFA Wealth Services sold 166 Apple shares in Q3 2026, an estimated $53.3K.
  • Apple made up 2.12% of MFA Wealth Services's portfolio in Q3 2026, its #9 holding.
  • MFA Wealth Services first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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