Planned Solutions
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Planned Solutions’s Apple AAPL Stock Holding History

Planned Solutions’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 		$6.73M Sell
20,224
-65
-0.3% -$20.9K 1.84% 13
2026
Q2 		$5.87M Buy
20,289
+528
+3% +$151K 1.68% 14
2026
Q1 		$5.02M Sell
19,761
-2,445
-11% -$636K 1.64% 15
2025
Q4 		$6.04M Buy
22,206
+2,488
+13% +$668K 1.94% 13
2025
Q3 		$5.02M Buy
19,718
+932
+5% +$211K 1.73% 15
2025
Q2 		$3.85M Buy
18,786
+6,538
+53% +$1.32M 1.47% 16
2025
Q1 		$2.72M Sell
12,248
-5,652
-32% -$1.31M 1.1% 18
2024
Q4 		$4.48M Sell
17,900
-2,242
-11% -$528K 1.81% 16
2024
Q3 		$4.69M Buy
20,142
+3,472
+21% +$775K 1.88% 12
2024
Q2 		$3.51M Sell
16,670
-198
-1% -$36.9K 1.7% 14
2024
Q1 		$2.89M Buy
16,868
+98
+0.6% +$17.8K 1.42% 15
2023
Q4 		$3.23M Buy
16,770
+1,302
+8% +$240K 1.51% 14
2023
Q3 		$2.65M Sell
15,468
-204
-1% -$37.4K 1.59% 14
2023
Q2 		$3.04M Hold
15,672
– – 1.8% 13
2023
Q1 		$2.58M Sell
15,672
-546
-3% -$80.6K 1.64% 13
2022
Q4 		$2.11M Sell
16,218
-608
-4% -$86.9K 1.54% 13
2022
Q3 		$2.32M Sell
16,826
-1,752
-9% -$275K 1.94% 14
2022
Q2 		$2.54M Sell
18,578
-1,500
-7% -$227K 2.37% 10
2022
Q1 		$3.51M Buy
20,078
+2,024
+11% +$340K 2.45% 10
2021
Q4 		$3.21M Buy
+18,054
New +$2.85M 2.15% 10
2021
Q2 		$2.07M Hold
15,145
– – 1.43% 13
2021
Q1 		$1.85M Sell
15,145
-1,563
-9% -$201K 1.44% 13
2020
Q4 		$2.22M Sell
16,708
-400
-2% -$48.1K 1.78% 10
2020
Q3 		$1.98M Buy
+17,108
New +$1.87M 1.94% 9

Other funds holding AAPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Planned Solutions's AAPL Position: Q3 2026 in Review

Planned Solutions reduced its Apple (AAPL) stake by 0.32% in Q3 2026, selling an estimated $20.9K and leaving 20,224 shares worth $6.73M. The position accounts for 1.84% of the portfolio, ranked #13.

Planned Solutions first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. 3,383 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Planned Solutions held 20,224 shares of Apple worth $6.73M as of Q3 2026.
  • Planned Solutions sold 65 Apple shares in Q3 2026, an estimated $20.9K.
  • Apple made up 1.84% of Planned Solutions's portfolio in Q3 2026, its #13 holding.
  • Planned Solutions first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.