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Portus Wealth Advisors’s Apple AAPL Stock Holding History

Portus 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 		$3.6M Sell
10,819
-837
-7% -$269K 2.96% 7
2026
Q2 		$3.37M Buy
11,656
+339
+3% +$97K 2.78% 8
2026
Q1 		$2.87M Sell
11,317
-902
-7% -$235K 2.7% 7
2025
Q4 		$3.32M Buy
12,219
+506
+4% +$136K 3.13% 7
2025
Q3 		$2.98M Buy
+11,713
New +$2.65M 2.97% 7

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

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

Portus Wealth Advisors reduced its Apple (AAPL) stake by 7.2% in Q3 2026, selling an estimated $269K and leaving 10,819 shares worth $3.6M. The position accounts for 2.96% of the portfolio, ranked #7.

Portus Wealth Advisors first reported a position in AAPL in Q3 2025 and has held it in 5 quarters since. 532 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Portus Wealth Advisors held 10,819 shares of Apple worth $3.6M as of Q3 2026.
  • Portus Wealth Advisors sold 837 Apple shares in Q3 2026, an estimated $269K.
  • Apple made up 2.96% of Portus Wealth Advisors's portfolio in Q3 2026, its #7 holding.
  • Portus Wealth Advisors first reported a position in Apple in Q3 2025 and has held it in 5 quarters since.
  • 532 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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