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Olistico Wealth’s Apple AAPL Stock Holding History

Olistico Wealth’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 		$20.3M Buy
60,958
+24
+0% +$7.71K 8.49% 2
2026
Q2 		$17.6M Buy
60,934
+7
+0% +$2K 7.54% 2
2026
Q1 		$15.5M Sell
60,927
-1,147
-2% -$299K 7.62% 2
2025
Q4 		$16.9M Sell
62,074
-1,005
-2% -$270K 8.23% 2
2025
Q3 		$16.1M Buy
63,079
+4,361
+7% +$985K 8.49% 2
2025
Q2 		$12M Buy
58,718
+286
+0.5% +$57.8K 6.69% 3
2025
Q1 		$13M Sell
58,432
-4,300
-7% -$996K 8.02% 3
2024
Q4 		$15.7M Buy
62,732
+1,078
+2% +$254K 9.14% 2
2024
Q3 		$14.4M Sell
61,654
-2,621
-4% -$585K 8.78% 2
2024
Q2 		$13.5M Buy
64,275
+801
+1% +$149K 8.63% 2
2024
Q1 		$10.9M Sell
63,474
-4,107
-6% -$747K 7.86% 2
2023
Q4 		$13M Buy
67,581
+4,005
+6% +$739K 10.16% 1
2023
Q3 		$10.9M Buy
63,576
+932
+1% +$171K 9.72% 1
2023
Q2 		$12.2M Sell
62,644
-2,432
-4% -$424K 10.39% 1
2023
Q1 		$10.7M Buy
65,076
+86
+0.1% +$12.7K 10.29% 1
2022
Q4 		$8.44M Buy
+64,990
New +$9.29M 9.14% 1

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Olistico Wealth's AAPL Position: Q3 2026 in Review

Olistico Wealth increased its Apple (AAPL) stake by 0.04% in Q3 2026, buying an estimated $7.71K and bringing the position to 60,958 shares worth $20.3M. The position accounts for 8.49% of the portfolio, ranked #2.

Olistico Wealth first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 1,394 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Olistico Wealth held 60,958 shares of Apple worth $20.3M as of Q3 2026.
  • Olistico Wealth bought 24 Apple shares in Q3 2026, an estimated $7.71K.
  • Apple made up 8.49% of Olistico Wealth's portfolio in Q3 2026, its #2 holding.
  • Olistico Wealth first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.