Mindset Wealth Management’s Apple AAPL Stock Holding History

Mindset 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	$85.1M	Sell	255,672 -686	-0.3%	-$220K	15.15%	2
2026 Q2	$74.2M	Buy	256,358 +36,000	+16%	+$10.3M	14.29%	2
2026 Q1	$55.9M	Buy	220,358 +1,175	+0.5%	+$306K	15.01%	2
2025 Q4	$59.6M	Sell	219,183 -584	-0.3%	-$157K	15.62%	2
2025 Q3	$56M	Sell	219,767 -1,004	-0.5%	-$227K	15.25%	2
2025 Q2	$45.3M	Sell	220,771 -156	-0.1%	-$31.5K	14.83%	2
2025 Q1	$49.1M	Sell	220,927 -24,739	-10%	-$5.73M	19.1%	2
2024 Q4	$61.5M	Buy	245,666 +18,765	+8%	+$4.42M	22.49%	2
2024 Q3	$52.9M	Buy	+226,901	New	+$50.7M	21.84%	2

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Mindset Wealth Management reduced its Apple (AAPL) stake by 0.27% in Q3 2026, selling an estimated $220K and leaving 255,672 shares worth $85.1M. The position accounts for 15.15% of the portfolio, ranked #2.

Mindset Wealth Management first reported a position in AAPL in Q3 2024 and has held it in 9 quarters since. 1,372 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Mindset Wealth Management held 255,672 shares of Apple worth $85.1M as of Q3 2026.
Mindset Wealth Management sold 686 Apple shares in Q3 2026, an estimated $220K.
Apple made up 15.15% of Mindset Wealth Management's portfolio in Q3 2026, its #2 holding.
Mindset Wealth Management first reported a position in Apple in Q3 2024 and has held it in 9 quarters since.
1,372 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.