Prosperitas Financial
AAPL icon

Prosperitas Financial’s Apple AAPL Stock Holding History

Prosperitas 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 		$17.2M Buy
51,589
+933
+2% +$300K 5.18% 1
2026
Q2 		$14.7M Buy
50,656
+2,589
+5% +$741K 4.69% 3
2026
Q1 		$12.2M Sell
48,067
-2,590
-5% -$674K 4.54% 3
2025
Q4 		$13.8M Buy
50,657
+522
+1% +$140K 5.35% 3
2025
Q3 		$12.8M Buy
50,135
+2,251
+5% +$509K 5.29% 3
2025
Q2 		$9.8M Sell
47,884
-1,036
-2% -$209K 4.62% 7
2025
Q1 		$10.9M Buy
48,920
+677
+1% +$157K 5.62% 3
2024
Q4 		$12.1M Sell
48,243
-248
-0.5% -$58.4K 6.11% 1
2024
Q3 		$11.3M Buy
48,491
+965
+2% +$216K 6.08% 1
2024
Q2 		$10M Buy
47,526
+1,095
+2% +$204K 6.1% 1
2024
Q1 		$7.96M Sell
46,431
-5,535
-11% -$1.01M 5.1% 4
2023
Q4 		$10M Buy
51,966
+368
+0.7% +$67.9K 7.37% 1
2023
Q3 		$8.83M Buy
+51,598
New +$9.46M 6.86% 1

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

Prosperitas Financial's AAPL Position: Q3 2026 in Review

Prosperitas Financial increased its Apple (AAPL) stake by 1.8% in Q3 2026, buying an estimated $300K and bringing the position to 51,589 shares worth $17.2M. The position accounts for 5.18% of the portfolio, ranked #1.

Prosperitas Financial first reported a position in AAPL in Q3 2023 and has held it in 13 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Prosperitas Financial held 51,589 shares of Apple worth $17.2M as of Q3 2026.
  • Prosperitas Financial bought 933 Apple shares in Q3 2026, an estimated $300K.
  • Apple made up 5.18% of Prosperitas Financial's portfolio in Q3 2026, its #1 holding.
  • Prosperitas Financial first reported a position in Apple in Q3 2023 and has held it in 13 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.