ORBA Wealth Advisors
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ORBA Wealth Advisors’s Apple AAPL Stock Holding History

ORBA 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 		$19.8M Sell
59,332
-464
-0.8% -$149K 16.87% 1
2026
Q2 		$17.3M Buy
59,796
+34,630
+138% +$9.9M 14.79% 1
2026
Q1 		$6.39M Sell
25,166
-27,233
-52% -$7.09M 7.62% 1
2025
Q4 		$14.2M Buy
52,399
+761
+1% +$204K 12.37% 1
2025
Q3 		$13.1M Sell
51,638
-1,719
-3% -$388K 10.82% 1
2025
Q2 		$10.9M Sell
53,357
-17,278
-24% -$3.49M 9.97% 1
2025
Q1 		$15.7M Sell
70,635
-239
-0.3% -$55.4K 7.91% 1
2024
Q4 		$17.7M Sell
70,874
-677
-0.9% -$160K 9.28% 1
2024
Q3 		$16.7M Sell
71,551
-713
-1% -$159K 8.44% 1
2024
Q2 		$15.2M Buy
72,264
+978
+1% +$182K 7.88% 1
2024
Q1 		$12.2M Buy
71,286
+474
+0.7% +$86.2K 6.77% 2
2023
Q4 		$13.6M Buy
+70,812
New +$13.1M 8.17% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

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

ORBA Wealth Advisors reduced its Apple (AAPL) stake by 0.78% in Q3 2026, selling an estimated $149K and leaving 59,332 shares worth $19.8M. The position accounts for 16.87% of the portfolio, ranked #1.

ORBA Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,438 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • ORBA Wealth Advisors held 59,332 shares of Apple worth $19.8M as of Q3 2026.
  • ORBA Wealth Advisors sold 464 Apple shares in Q3 2026, an estimated $149K.
  • Apple made up 16.87% of ORBA Wealth Advisors's portfolio in Q3 2026, its #1 holding.
  • ORBA Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,438 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.