Proactive Wealth Strategies
AAPL icon

Proactive Wealth Strategies’s Apple AAPL Stock Holding History

Proactive Wealth Strategies’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 		$19.8M Buy
59,394
+1,801
+3% +$578K 3.05% 4
2026
Q2 		$16.7M Buy
57,593
+6,962
+14% +$1.99M 2.67% 4
2026
Q1 		$12.9M Buy
50,631
+27,086
+115% +$7.05M 2.42% 5
2025
Q4 		$6.4M Buy
23,545
+2,360
+11% +$634K 2.54% 5
2025
Q3 		$5.39M Buy
21,185
+569
+3% +$129K 2.32% 6
2025
Q2 		$4.23M Sell
20,616
-110
-0.5% -$22.2K 2% 8
2025
Q1 		$4.6M Sell
20,726
-198
-0.9% -$45.9K 2.46% 6
2024
Q4 		$5.24M Buy
20,924
+262
+1% +$61.7K 2.73% 5
2024
Q3 		$4.81M Buy
+20,662
New +$4.61M 2.67% 5

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Proactive Wealth Strategies's AAPL Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Apple (AAPL) stake by 3.1% in Q3 2026, buying an estimated $578K and bringing the position to 59,394 shares worth $19.8M. The position accounts for 3.05% of the portfolio, ranked #4.

Proactive Wealth Strategies first reported a position in AAPL in Q3 2024 and has held it in 9 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Proactive Wealth Strategies held 59,394 shares of Apple worth $19.8M as of Q3 2026.
  • Proactive Wealth Strategies bought 1,801 Apple shares in Q3 2026, an estimated $578K.
  • Apple made up 3.05% of Proactive Wealth Strategies's portfolio in Q3 2026, its #4 holding.
  • Proactive Wealth Strategies first reported a position in Apple in Q3 2024 and has held it in 9 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.