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

Moran 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 		$23.5M Buy
70,437
+5,974
+9% +$1.92M 0.64% 32
2026
Q2 		$18.7M Buy
64,463
+11,543
+22% +$3.3M 0.51% 49
2026
Q1 		$13.4M Buy
52,920
+5,174
+11% +$1.35M 0.41% 78
2025
Q4 		$13M Buy
47,746
+6,801
+17% +$1.83M 0.4% 76
2025
Q3 		$10.4M Buy
40,945
+4,063
+11% +$918K 0.31% 98
2025
Q2 		$7.57M Buy
36,882
+2,669
+8% +$539K 0.23% 132
2025
Q1 		$7.6M Buy
34,213
+376
+1% +$87.1K 0.26% 121
2024
Q4 		$8.47M Buy
33,837
+1,104
+3% +$260K 0.27% 111
2024
Q3 		$7.63M Sell
32,733
-21
-0.1% -$4.69K 0.23% 129
2024
Q2 		$6.9M Buy
32,754
+1,704
+5% +$318K 0.23% 141
2024
Q1 		$5.32M Buy
31,050
+1,988
+7% +$361K 0.17% 165
2023
Q4 		$5.6M Buy
29,062
+1,629
+6% +$301K 0.2% 150
2023
Q3 		$4.7M Sell
27,433
-68,899
-72% -$12.6M 0.18% 154
2023
Q2 		$18.7M Buy
96,332
+10
+0% +$1.74K 0.7% 44
2023
Q1 		$15.9M Buy
96,322
+46,951
+95% +$6.93M 0.6% 62
2022
Q4 		$6.41M Buy
+49,371
New +$7.06M 0.24% 123

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

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

Moran Wealth Management increased its Apple (AAPL) stake by 9.3% in Q3 2026, buying an estimated $1.92M and bringing the position to 70,437 shares worth $23.5M. The position accounts for 0.64% of the portfolio, ranked #32.

Moran Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Moran Wealth Management held 70,437 shares of Apple worth $23.5M as of Q3 2026.
  • Moran Wealth Management bought 5,974 Apple shares in Q3 2026, an estimated $1.92M.
  • Apple made up 0.64% of Moran Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Moran Wealth Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.