New Age Alpha Advisors
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New Age Alpha Advisors’s Apple AAPL Stock Holding History

New Age Alpha 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 		$84.8M Sell
254,495
-21,174
-8% -$6.8M 3.77% 1
2026
Q2 		$79.8M Buy
275,669
+4,387
+2% +$1.25M 3.37% 1
2026
Q1 		$68.8M Sell
271,282
-8,008
-3% -$2.08M 3.21% 1
2025
Q4 		$75.9M Sell
279,290
-11,558
-4% -$3.1M 3.27% 1
2025
Q3 		$74.1M Sell
290,848
-11,579
-4% -$2.62M 3.1% 2
2025
Q2 		$62M Sell
302,427
-31,270
-9% -$6.31M 2.73% 2
2025
Q1 		$74.1M Buy
333,697
+107,860
+48% +$25M 3.32% 1
2024
Q4 		$56.6M Buy
225,837
+225,732
+214,983% +$53.2M 2.29% 2
2024
Q3 		$24.5K Buy
105
+50
+91% +$11.2K 0.01% 71
2024
Q2 		$11.6K Buy
+55
New +$10.3K 0.01% 62

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

New Age Alpha Advisors's AAPL Position: Q3 2026 in Review

New Age Alpha Advisors reduced its Apple (AAPL) stake by 7.7% in Q3 2026, selling an estimated $6.8M and leaving 254,495 shares worth $84.8M. The position accounts for 3.77% of the portfolio, ranked #1.

New Age Alpha Advisors first reported a position in AAPL in Q2 2024 and has held it in 10 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • New Age Alpha Advisors held 254,495 shares of Apple worth $84.8M as of Q3 2026.
  • New Age Alpha Advisors sold 21,174 Apple shares in Q3 2026, an estimated $6.8M.
  • Apple made up 3.77% of New Age Alpha Advisors's portfolio in Q3 2026, its #1 holding.
  • New Age Alpha Advisors first reported a position in Apple in Q2 2024 and has held it in 10 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.