Portside Wealth Group
AAPL icon

Portside Wealth Group’s Apple AAPL Stock Holding History

Portside Wealth Group’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 		$19.4M Buy
58,230
+1,924
+3% +$618K 2.15% 6
2026
Q2 		$16.3M Buy
56,306
+2,860
+5% +$818K 1.9% 7
2026
Q1 		$13.6M Buy
53,446
+10,339
+24% +$2.69M 1.84% 7
2025
Q4 		$11.7M Buy
43,107
+5,493
+15% +$1.47M 1.58% 10
2025
Q3 		$9.6M Buy
37,614
+3,519
+10% +$795K 1.32% 12
2025
Q2 		$7M Sell
34,095
-18,509
-35% -$3.74M 1.04% 18
2025
Q1 		$11.7M Sell
52,604
-11,716
-18% -$2.71M 1.91% 6
2024
Q4 		$16.1M Buy
64,320
+1,800
+3% +$424K 2.66% 4
2024
Q3 		$14.6M Buy
62,520
+28,460
+84% +$6.36M 2.49% 4
2024
Q2 		$7.17M Sell
34,060
-219
-0.6% -$40.8K 1.37% 12
2024
Q1 		$5.88M Buy
34,279
+753
+2% +$137K 1.09% 16
2023
Q4 		$6.45M Sell
33,526
-2,851
-8% -$526K 1.2% 15
2023
Q3 		$6.23M Sell
36,377
-1,137
-3% -$209K 1.17% 16
2023
Q2 		$7.28M Buy
+37,514
New +$6.54M 1.35% 11

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Portside Wealth Group's AAPL Position: Q3 2026 in Review

Portside Wealth Group increased its Apple (AAPL) stake by 3.4% in Q3 2026, buying an estimated $618K and bringing the position to 58,230 shares worth $19.4M. The position accounts for 2.15% of the portfolio, ranked #6.

Portside Wealth Group first reported a position in AAPL in Q2 2023 and has held it in 14 quarters since. 1,617 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Portside Wealth Group held 58,230 shares of Apple worth $19.4M as of Q3 2026.
  • Portside Wealth Group bought 1,924 Apple shares in Q3 2026, an estimated $618K.
  • Apple made up 2.15% of Portside Wealth Group's portfolio in Q3 2026, its #6 holding.
  • Portside Wealth Group first reported a position in Apple in Q2 2023 and has held it in 14 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.