Plan Group Financial
AAPL icon

Plan Group Financial’s Apple AAPL Stock Holding History

Plan Group Financial’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 		$8.98M Buy
26,460
+122
+0.5% +$39.2K 1.76% 14
2026
Q2 		$7.62M Sell
26,338
-283
-1% -$80.9K 1.57% 16
2026
Q1 		$6.76M Buy
26,621
+69
+0.3% +$18K 1.59% 13
2025
Q4 		$7.22M Buy
26,552
+890
+3% +$239K 1.87% 10
2025
Q3 		$6.53M Buy
25,662
+9,089
+55% +$2.05M 1.75% 9
2025
Q2 		$3.4M Buy
16,573
+2,745
+20% +$554K 1.12% 28
2025
Q1 		$3.07M Buy
13,828
+6,353
+85% +$1.47M 1.1% 23
2024
Q4 		$1.87M Sell
7,475
-154
-2% -$36.3K 0.99% 21
2024
Q3 		$1.78M Buy
7,629
+1,232
+19% +$275K 0.94% 22
2024
Q2 		$1.35M Sell
6,397
-44
-0.7% -$8.2K 0.82% 22
2024
Q1 		$1.1M Buy
6,441
+2,081
+48% +$378K 0.73% 29
2023
Q4 		$840K Sell
4,360
-5,722
-57% -$1.06M 0.74% 30
2023
Q3 		$1.73M Sell
10,082
-8,886
-47% -$1.63M 1.24% 19
2023
Q2 		$3.53M Buy
+18,968
New +$3.31M 2.94% 8
2022
Q2 		$265K Buy
+1,942
New +$294K 0.46% 44

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

Plan Group Financial's AAPL Position: Q3 2026 in Review

Plan Group Financial increased its Apple (AAPL) stake by 0.46% in Q3 2026, buying an estimated $39.2K and bringing the position to 26,460 shares worth $8.98M. The position accounts for 1.76% of the portfolio, ranked #14.

Plan Group Financial first reported a position in AAPL in Q2 2022 and has held it in 15 quarters since. 2,146 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Plan Group Financial held 26,460 shares of Apple worth $8.98M as of Q3 2026.
  • Plan Group Financial bought 122 Apple shares in Q3 2026, an estimated $39.2K.
  • Apple made up 1.76% of Plan Group Financial's portfolio in Q3 2026, its #14 holding.
  • Plan Group Financial first reported a position in Apple in Q2 2022 and has held it in 15 quarters since.
  • 2,146 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.