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Refined Wealth Management’s Apple AAPL Stock Holding History

Refined Wealth Management’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 		$869K Sell
2,609
-299
-10% -$96K 0.49% 24
2026
Q2 		$841K Sell
2,908
-100
-3% -$28.6K 0.51% 26
2026
Q1 		$764K Sell
3,008
-203
-6% -$52.8K 0.48% 25
2025
Q4 		$873K Buy
3,211
+361
+13% +$96.9K 0.59% 22
2025
Q3 		$726K Buy
2,850
+100
+4% +$22.6K 0.47% 22
2025
Q2 		$564K Sell
2,750
-219
-7% -$44.2K 0.39% 21
2025
Q1 		$660K Sell
2,969
-9,759
-77% -$2.26M 0.54% 20
2024
Q4 		$3.19M Sell
12,728
-57
-0.4% -$13.4K 2.43% 13
2024
Q3 		$2.98M Buy
12,785
+146
+1% +$32.6K 2.3% 14
2024
Q2 		$2.66M Buy
12,639
+384
+3% +$71.6K 2.05% 14
2024
Q1 		$2.1M Sell
12,255
-259
-2% -$47.1K 1.48% 16
2023
Q4 		$2.41M Sell
12,514
-2
-0% -$369 1.88% 14
2023
Q3 		$2.14M Sell
12,516
-77
-0.6% -$14.1K 1.92% 14
2023
Q2 		$2.44M Buy
12,593
+195
+2% +$34K 2.01% 13
2023
Q1 		$2.04M Buy
12,398
+301
+2% +$44.4K 1.81% 14
2022
Q4 		$1.57M Buy
12,097
+901
+8% +$129K 1.38% 16
2022
Q3 		$1.55M Buy
11,196
+70
+0.6% +$11K 1.4% 15
2022
Q2 		$1.52M Buy
11,126
+1,291
+13% +$196K 1.36% 16
2022
Q1 		$1.72M Sell
9,835
-1,382
-12% -$232K 1.45% 15
2021
Q4 		$1.99M Buy
11,217
+491
+5% +$77.6K 1.54% 15
2021
Q3 		$1.52M Buy
10,726
+157
+1% +$23.1K 1.23% 16
2021
Q2 		$1.45M Buy
+10,569
New +$1.37M 1.22% 15

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
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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Refined Wealth Management's AAPL Position: Q3 2026 in Review

Refined Wealth Management reduced its Apple (AAPL) stake by 10% in Q3 2026, selling an estimated $96K and leaving 2,609 shares worth $869K. The position accounts for 0.49% of the portfolio, ranked #24.

Refined Wealth Management first reported a position in AAPL in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.19M in Q4 2024. 1,617 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Refined Wealth Management held 2,609 shares of Apple worth $869K as of Q3 2026.
  • Refined Wealth Management sold 299 Apple shares in Q3 2026, an estimated $96K.
  • Apple made up 0.49% of Refined Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Refined Wealth Management first reported a position in Apple in Q2 2021 and has held it in 22 quarters since.
  • Refined Wealth Management's Apple position peaked at $3.19M in Q4 2024.
  • 1,617 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.