RCS Financial Planning
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RCS Financial Planning’s Apple AAPL Stock Holding History

RCS Financial Planning’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 		$4.39M Sell
13,169
-205
-2% -$65.8K 2.37% 11
2026
Q2 		$3.87M Buy
13,374
+245
+2% +$70.1K 1.83% 14
2026
Q1 		$3.33M Sell
13,129
-1,708
-12% -$445K 1.73% 12
2025
Q4 		$4.03M Sell
14,837
-30
-0.2% -$8.05K 1.74% 18
2025
Q3 		$3.79M Sell
14,867
-80
-0.5% -$18.1K 1.68% 19
2025
Q2 		$3.07M Sell
14,947
-33
-0.2% -$6.66K 1.53% 17
2025
Q1 		$3.33M Sell
14,980
-163
-1% -$37.8K 1.76% 13
2024
Q4 		$3.79M Buy
15,143
+35
+0.2% +$8.25K 2.02% 11
2024
Q3 		$3.52M Sell
15,108
-162
-1% -$36.2K 1.95% 9
2024
Q2 		$3.22M Hold
15,270
– – 1.9% 10
2024
Q1 		$2.62M Buy
15,270
+503
+3% +$91.5K 1.61% 13
2023
Q4 		$2.84M Buy
14,767
+987
+7% +$182K 1.86% 12
2023
Q3 		$2.36M Buy
13,780
+171
+1% +$31.4K 1.8% 11
2023
Q2 		$2.64M Sell
13,609
-6
-0% -$1.05K 2.18% 10
2023
Q1 		$2.25M Buy
13,615
+75
+0.6% +$11.1K 1.99% 11
2022
Q4 		$1.76M Buy
+13,540
New +$1.94M 1.71% 12

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

RCS Financial Planning's AAPL Position: Q3 2026 in Review

RCS Financial Planning reduced its Apple (AAPL) stake by 1.5% in Q3 2026, selling an estimated $65.8K and leaving 13,169 shares worth $4.39M. The position accounts for 2.37% of the portfolio, ranked #11.

RCS Financial Planning first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 2,298 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • RCS Financial Planning held 13,169 shares of Apple worth $4.39M as of Q3 2026.
  • RCS Financial Planning sold 205 Apple shares in Q3 2026, an estimated $65.8K.
  • Apple made up 2.37% of RCS Financial Planning's portfolio in Q3 2026, its #11 holding.
  • RCS Financial Planning first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 2,298 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.