MN Wealth Advisors
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MN Wealth Advisors’s Apple AAPL Stock Holding History

MN Wealth Advisors’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 		$4.98M Buy
14,965
+459
+3% +$147K 2.02% 13
2026
Q2 		$4.2M Buy
14,506
+233
+2% +$66.6K 1.79% 14
2026
Q1 		$3.62M Buy
14,273
+1,175
+9% +$306K 1.76% 14
2025
Q4 		$3.56M Sell
13,098
-1,376
-10% -$369K 1.8% 12
2025
Q3 		$3.69M Buy
14,474
+282
+2% +$63.7K 1.97% 12
2025
Q2 		$2.91M Buy
14,192
+798
+6% +$161K 1.69% 12
2025
Q1 		$2.98M Sell
13,394
-1,809
-12% -$419K 1.75% 16
2024
Q4 		$3.81M Buy
15,203
+658
+5% +$155K 2.14% 12
2024
Q3 		$3.39M Hold
14,545
– – 1.93% 14
2024
Q2 		$3.06M Buy
14,545
+314
+2% +$58.6K 1.78% 14
2024
Q1 		$2.44M Buy
14,231
+27
+0.2% +$4.91K 1.51% 15
2023
Q4 		$2.73M Buy
+14,204
New +$2.62M 1.88% 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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

MN Wealth Advisors's AAPL Position: Q3 2026 in Review

MN Wealth Advisors increased its Apple (AAPL) stake by 3.2% in Q3 2026, buying an estimated $147K and bringing the position to 14,965 shares worth $4.98M. The position accounts for 2.02% of the portfolio, ranked #13.

MN Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • MN Wealth Advisors held 14,965 shares of Apple worth $4.98M as of Q3 2026.
  • MN Wealth Advisors bought 459 Apple shares in Q3 2026, an estimated $147K.
  • Apple made up 2.02% of MN Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • MN Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.