Optivise Advisory Services
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Optivise Advisory Services’s Apple AAPL Stock Holding History

Optivise Advisory Services’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 		$2.83M Sell
8,489
-249
-3% -$80K 1.39% 14
2026
Q2 		$2.53M Buy
8,738
+1,307
+18% +$374K 1.28% 14
2026
Q1 		$1.89M Buy
7,431
+396
+6% +$103K 1.14% 15
2025
Q4 		$1.91M Buy
7,035
+7
+0.1% +$1.88K 1.1% 20
2025
Q3 		$1.79M Buy
7,028
+1,128
+19% +$255K 1.06% 20
2025
Q2 		$1.21M Buy
5,900
+125
+2% +$25.2K 0.62% 42
2025
Q1 		$1.28M Sell
5,775
-862
-13% -$200K 0.72% 32
2024
Q4 		$1.66M Buy
6,637
+1,248
+23% +$294K 0.9% 29
2024
Q3 		$1.26M Buy
5,389
+220
+4% +$49.1K 0.66% 38
2024
Q2 		$1.09M Buy
+5,169
New +$964K 0.59% 46

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
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

Optivise Advisory Services's AAPL Position: Q3 2026 in Review

Optivise Advisory Services reduced its Apple (AAPL) stake by 2.8% in Q3 2026, selling an estimated $80K and leaving 8,489 shares worth $2.83M. The position accounts for 1.39% of the portfolio, ranked #14.

Optivise Advisory Services first reported a position in AAPL in Q2 2024 and has held it in 10 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Optivise Advisory Services held 8,489 shares of Apple worth $2.83M as of Q3 2026.
  • Optivise Advisory Services sold 249 Apple shares in Q3 2026, an estimated $80K.
  • Apple made up 1.39% of Optivise Advisory Services's portfolio in Q3 2026, its #14 holding.
  • Optivise Advisory Services first reported a position in Apple in Q2 2024 and has held it in 10 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.