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PUREfi Wealth’s Apple AAPL Stock Holding History

PUREfi Wealth’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 		$7.84M Buy
23,542
+2,785
+13% +$895K 3.66% 2
2026
Q2 		$6.01M Buy
20,757
+1,041
+5% +$298K 3.3% 4
2026
Q1 		$5M Buy
19,716
+3,498
+22% +$910K 3.28% 4
2025
Q4 		$4.41M Buy
16,218
+1,127
+7% +$303K 3.38% 4
2025
Q3 		$3.84M Sell
15,091
-471
-3% -$106K 2.96% 5
2025
Q2 		$3.19M Buy
15,562
+927
+6% +$187K 2.55% 7
2025
Q1 		$3.25M Buy
14,635
+448
+3% +$104K 3.25% 4
2024
Q4 		$3.55M Buy
+14,187
New +$3.34M 3.48% 4

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

PUREfi Wealth's AAPL Position: Q3 2026 in Review

PUREfi Wealth increased its Apple (AAPL) stake by 13% in Q3 2026, buying an estimated $895K and bringing the position to 23,542 shares worth $7.84M. The position accounts for 3.66% of the portfolio, ranked #2.

PUREfi Wealth first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,372 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • PUREfi Wealth held 23,542 shares of Apple worth $7.84M as of Q3 2026.
  • PUREfi Wealth bought 2,785 Apple shares in Q3 2026, an estimated $895K.
  • Apple made up 3.66% of PUREfi Wealth's portfolio in Q3 2026, its #2 holding.
  • PUREfi Wealth first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.