New Perspectives Inc
AAPL icon

New Perspectives Inc’s Apple AAPL Stock Holding History

New Perspectives Inc’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 		$3.45M Sell
10,370
-350
-3% -$112K 1.05% 11
2026
Q2 		$3.1M Sell
10,720
-380
-3% -$109K 0.95% 11
2026
Q1 		$2.82M Hold
11,100
– – 0.98% 11
2025
Q4 		$3.02M Hold
11,100
– – 1.05% 11
2025
Q3 		$2.83M Hold
11,100
– – 1.27% 11
2025
Q2 		$2.28M Sell
11,100
-1,375
-11% -$278K 1.13% 11
2025
Q1 		$2.77M Sell
12,475
-230
-2% -$53.3K 1.48% 10
2024
Q4 		$3.18M Buy
12,705
+6
+0% +$1.41K 1.71% 9
2024
Q3 		$2.96M Buy
12,699
+99
+0.8% +$22.1K 1.58% 9
2024
Q2 		$2.65M Buy
12,600
+100
+0.8% +$18.6K 1.42% 8
2024
Q1 		$2.14M Buy
+12,500
New +$2.27M 1.19% 10
2022
Q4 		$1.47M Buy
11,334
+5
+0% +$715 1.13% 10
2022
Q3 		$1.57M Hold
11,329
– – 1.35% 10
2022
Q2 		$1.55M Sell
11,329
-470
-4% -$71.2K 1.26% 11
2022
Q1 		$2.06M Buy
11,799
+460
+4% +$77.4K 1.48% 11
2021
Q4 		$2.01M Sell
11,339
-860
-7% -$136K 1.42% 11
2021
Q3 		$1.73M Sell
12,199
-243
-2% -$35.8K 1.27% 11
2021
Q2 		$1.7M Buy
+12,442
New +$1.61M 1.32% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

New Perspectives Inc's AAPL Position: Q3 2026 in Review

New Perspectives Inc reduced its Apple (AAPL) stake by 3.3% in Q3 2026, selling an estimated $112K and leaving 10,370 shares worth $3.45M. The position accounts for 1.05% of the portfolio, ranked #11.

New Perspectives Inc first reported a position in AAPL in Q2 2021 and has held it in 18 quarters since. 2,298 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • New Perspectives Inc held 10,370 shares of Apple worth $3.45M as of Q3 2026.
  • New Perspectives Inc sold 350 Apple shares in Q3 2026, an estimated $112K.
  • Apple made up 1.05% of New Perspectives Inc's portfolio in Q3 2026, its #11 holding.
  • New Perspectives Inc first reported a position in Apple in Q2 2021 and has held it in 18 quarters since.
  • 2,298 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.