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Omni 360 Wealth’s Apple AAPL Stock Holding History

Omni 360 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 		$4.55M Buy
13,662
+2,014
+17% +$647K 2.06% 12
2026
Q2 		$3.37M Sell
11,648
-367
-3% -$105K 1.56% 18
2026
Q1 		$3.05M Sell
12,015
-248
-2% -$64.5K 1.57% 15
2025
Q4 		$3.19M Sell
12,263
-507
-4% -$136K 1.63% 14
2025
Q3 		$3.25M Sell
12,770
-196
-2% -$44.3K 1.82% 13
2025
Q2 		$2.66M Buy
12,966
+1,085
+9% +$219K 1.65% 14
2025
Q1 		$2.64M Sell
11,881
-648
-5% -$150K 1.77% 15
2024
Q4 		$3.14M Sell
12,529
-4,806
-28% -$1.13M 2.09% 12
2024
Q3 		$4.04M Buy
17,335
+1,901
+12% +$425K 2.77% 8
2024
Q2 		$3.25M Sell
15,434
-251
-2% -$46.8K 2.47% 9
2024
Q1 		$2.69M Buy
15,685
+303
+2% +$55.1K 2.22% 11
2023
Q4 		$2.96M Buy
+15,382
New +$2.84M 2.77% 8

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Omni 360 Wealth's AAPL Position: Q3 2026 in Review

Omni 360 Wealth increased its Apple (AAPL) stake by 17% in Q3 2026, buying an estimated $647K and bringing the position to 13,662 shares worth $4.55M. The position accounts for 2.06% of the portfolio, ranked #12.

Omni 360 Wealth first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 566 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Omni 360 Wealth held 13,662 shares of Apple worth $4.55M as of Q3 2026.
  • Omni 360 Wealth bought 2,014 Apple shares in Q3 2026, an estimated $647K.
  • Apple made up 2.06% of Omni 360 Wealth's portfolio in Q3 2026, its #12 holding.
  • Omni 360 Wealth first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 566 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.