Oxler Private Wealth
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Oxler Private Wealth’s Apple AAPL Stock Holding History

Oxler Private 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 		$13M Sell
39,067
-740
-2% -$238K 3.49% 10
2026
Q2 		$11.5M Sell
39,807
-668
-2% -$191K 3.29% 11
2026
Q1 		$10.3M Buy
40,475
+75
+0.2% +$19.5K 3.22% 11
2025
Q4 		$11M Sell
40,400
-717
-2% -$192K 3.18% 11
2025
Q3 		$10.5M Buy
41,117
+37
+0.1% +$8.36K 3.05% 9
2025
Q2 		$8.43M Sell
41,080
-193
-0.5% -$39K 2.65% 9
2025
Q1 		$9.17M Sell
41,273
-318
-0.8% -$73.7K 3.22% 8
2024
Q4 		$10.4M Sell
41,591
-1,432
-3% -$337K 3.42% 9
2024
Q3 		$10M Buy
43,023
+835
+2% +$186K 3.49% 8
2024
Q2 		$8.89M Sell
42,188
-1,069
-2% -$199K 3.29% 9
2024
Q1 		$7.42M Buy
43,257
+1,646
+4% +$299K 2.91% 9
2023
Q4 		$8.01M Sell
41,611
-3,109
-7% -$574K 6.65% 4
2023
Q3 		$7.66M Buy
44,720
+44
+0.1% +$8.07K 3.85% 7
2023
Q2 		$8.67M Sell
44,676
-544
-1% -$94.8K 4.13% 5
2023
Q1 		$7.46M Buy
45,220
+63
+0.1% +$9.3K 3.68% 7
2022
Q4 		$5.87M Buy
45,157
+23,485
+108% +$3.36M 3.16% 7
2022
Q3 		$6.25M Sell
21,672
-23,493
-52% -$3.69M 3.49% 6
2022
Q2 		$6.18M Buy
45,165
+91
+0.2% +$13.8K 2.97% 8
2022
Q1 		$7.87M Buy
45,074
+56
+0.1% +$9.42K 3.55% 5
2021
Q4 		$7.99M Sell
45,018
-200
-0.4% -$31.6K 3.31% 6
2021
Q3 		$6.4M Buy
45,218
+714
+2% +$105K 2.82% 7
2021
Q2 		$6.1M Sell
44,504
-200
-0.4% -$25.9K 2.66% 7
2021
Q1 		$5.46M Buy
44,704
+32
+0.1% +$4.11K 2.77% 6
2020
Q4 		$5.93M Buy
+44,672
New +$5.37M 3.34% 6

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

Oxler Private Wealth's AAPL Position: Q3 2026 in Review

Oxler Private Wealth reduced its Apple (AAPL) stake by 1.9% in Q3 2026, selling an estimated $238K and leaving 39,067 shares worth $13M. The position accounts for 3.49% of the portfolio, ranked #10.

Oxler Private Wealth first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Oxler Private Wealth held 39,067 shares of Apple worth $13M as of Q3 2026.
  • Oxler Private Wealth sold 740 Apple shares in Q3 2026, an estimated $238K.
  • Apple made up 3.49% of Oxler Private Wealth's portfolio in Q3 2026, its #10 holding.
  • Oxler Private Wealth first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.