Net Worth Advisory Group’s Apple AAPL Stock Holding History

Net Worth Advisory Group’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	$5.95M	Sell	17,998 -2,580	-13%	-$829K	1.5%	9
2026 Q2	$5.95M	Sell	20,578 -37,280	-64%	-$10.7M	1.5%	10
2026 Q1	$14.7M	Buy	57,858 +2,544	+5%	+$662K	3.04%	3
2025 Q4	$15M	Buy	55,314 +42,102	+319%	+$11.3M	3.04%	1
2025 Q3	$3.36M	Sell	13,212 -37,084	-74%	-$8.38M	0.97%	15
2025 Q2	$10.3M	Buy	50,296 +37,979	+308%	+$7.67M	2.29%	8
2025 Q1	$2.74M	Buy	12,317 +723	+6%	+$167K	0.86%	16
2024 Q4	$2.9M	Sell	11,594 -1,019	-8%	-$240K	0.88%	17
2024 Q3	$2.94M	Buy	+12,613	New	+$2.82M	0.87%	16

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

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Net Worth Advisory Group's AAPL Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Apple (AAPL) stake by 13% in Q3 2026, selling an estimated $829K and leaving 17,998 shares worth $5.95M. The position accounts for 1.5% of the portfolio, ranked #9.

Net Worth Advisory Group first reported a position in AAPL in Q3 2024 and has held it in 9 quarters since. The position peaked at $15M in Q4 2025. 1,617 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Net Worth Advisory Group held 17,998 shares of Apple worth $5.95M as of Q3 2026.
Net Worth Advisory Group sold 2,580 Apple shares in Q3 2026, an estimated $829K.
Apple made up 1.5% of Net Worth Advisory Group's portfolio in Q3 2026, its #9 holding.
Net Worth Advisory Group first reported a position in Apple in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Apple position peaked at $15M in Q4 2025.
1,617 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.