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Opal Wealth Advisors’s Apple AAPL Stock Holding History

Opal Wealth 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 		$17.3M Buy
52,045
+5,376
+12% +$1.73M 3.61% 7
2026
Q2 		$13.5M Buy
46,669
+3,133
+7% +$896K 2.92% 6
2026
Q1 		$11M Buy
43,536
+247
+0.6% +$64.3K 2.5% 7
2025
Q4 		$11.8M Sell
43,289
-2,079
-5% -$558K 3.07% 5
2025
Q3 		$11.6M Sell
45,368
-14,039
-24% -$3.17M 3.21% 5
2025
Q2 		$12.2M Buy
59,407
+1,538
+3% +$311K 3.38% 5
2025
Q1 		$12.9M Sell
57,869
-2,353
-4% -$545K 3.96% 5
2024
Q4 		$15.1M Buy
60,222
+2,174
+4% +$512K 4.53% 5
2024
Q3 		$13.5M Buy
58,048
+26,121
+82% +$5.83M 4.24% 5
2024
Q2 		$6.72M Buy
31,927
+2,496
+8% +$465K 2.16% 11
2024
Q1 		$5.05M Sell
29,431
-814
-3% -$148K 1.71% 13
2023
Q4 		$5.82M Buy
30,245
+1,096
+4% +$202K 2.29% 12
2023
Q3 		$4.99M Buy
29,149
+1,347
+5% +$247K 2.92% 7
2023
Q2 		$5.39M Buy
27,802
+11,369
+69% +$1.98M 2.69% 7
2023
Q1 		$2.71M Buy
16,433
+235
+1% +$34.7K 1.58% 7
2022
Q4 		$2.1M Sell
16,198
-82
-0.5% -$11.7K 1.16% 10
2022
Q3 		$2.25M Sell
16,280
-2,267
-12% -$356K 1.64% 9
2022
Q2 		$2.54M Buy
18,547
+133
+0.7% +$20.1K 1.68% 9
2022
Q1 		$3.22M Sell
18,414
-229
-1% -$38.5K 2.8% 6
2021
Q4 		$3.31M Buy
18,643
+1,859
+11% +$294K 2.09% 8
2021
Q3 		$2.38M Sell
16,784
-9,237
-35% -$1.36M 2.28% 6
2021
Q2 		$3.56M Buy
26,021
+5,177
+25% +$671K 3.32% 6
2021
Q1 		$2.55M Buy
20,844
+3,672
+21% +$471K 2.77% 5
2020
Q4 		$2.28M Buy
+17,172
New +$2.07M 2.86% 5

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

Opal Wealth Advisors's AAPL Position: Q3 2026 in Review

Opal Wealth Advisors increased its Apple (AAPL) stake by 12% in Q3 2026, buying an estimated $1.73M and bringing the position to 52,045 shares worth $17.3M. The position accounts for 3.61% of the portfolio, ranked #7.

Opal Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 1,372 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Opal Wealth Advisors held 52,045 shares of Apple worth $17.3M as of Q3 2026.
  • Opal Wealth Advisors bought 5,376 Apple shares in Q3 2026, an estimated $1.73M.
  • Apple made up 3.61% of Opal Wealth Advisors's portfolio in Q3 2026, its #7 holding.
  • Opal Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.