Prosperity Capital Advisors
AAPL icon

Prosperity Capital Advisors’s Apple AAPL Stock Holding History

Prosperity Capital 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 		$36.9M Buy
110,712
+4,367
+4% +$1.4M 1.82% 13
2026
Q2 		$30.8M Buy
106,345
+1,585
+2% +$453K 1.52% 13
2026
Q1 		$26.6M Sell
104,760
-4,708
-4% -$1.23M 1.51% 15
2025
Q4 		$29.8M Buy
109,468
+10,905
+11% +$2.93M 1.78% 13
2025
Q3 		$25.1M Buy
98,563
+14,809
+18% +$3.35M 1.46% 14
2025
Q2 		$17.2M Buy
83,754
+15,407
+23% +$3.11M 1.12% 18
2025
Q1 		$15.3M Buy
68,347
+1,576
+2% +$365K 1.21% 16
2024
Q4 		$16.7M Sell
66,771
-24,813
-27% -$5.85M 1.36% 14
2024
Q3 		$21.3M Sell
91,584
-2,080
-2% -$465K 1.82% 12
2024
Q2 		$19.7M Sell
93,664
-57,695
-38% -$10.8M 2.18% 11
2024
Q1 		$26M Buy
151,359
+64,961
+75% +$11.8M 3.07% 5
2023
Q4 		$16.6M Buy
86,398
+124
+0.1% +$22.9K 1.8% 10
2023
Q3 		$14.8M Sell
86,274
-933
-1% -$171K 1.95% 10
2023
Q2 		$16.9M Buy
87,207
+3,768
+5% +$657K 2.37% 10
2023
Q1 		$13.8M Buy
83,439
+1,521
+2% +$224K 2.13% 11
2022
Q4 		$10.6M Buy
+81,918
New +$11.7M 3.28% 6

Other funds holding AAPL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Prosperity Capital Advisors's AAPL Position: Q3 2026 in Review

Prosperity Capital Advisors increased its Apple (AAPL) stake by 4.1% in Q3 2026, buying an estimated $1.4M and bringing the position to 110,712 shares worth $36.9M. The position accounts for 1.82% of the portfolio, ranked #13.

Prosperity Capital Advisors first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 5,212 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Prosperity Capital Advisors held 110,712 shares of Apple worth $36.9M as of Q3 2026.
  • Prosperity Capital Advisors bought 4,367 Apple shares in Q3 2026, an estimated $1.4M.
  • Apple made up 1.82% of Prosperity Capital Advisors's portfolio in Q3 2026, its #13 holding.
  • Prosperity Capital Advisors first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 5,212 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.