RIA Advisory Group
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RIA Advisory Group’s Apple AAPL Stock Holding History

RIA Advisory Group’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 		$6.26M Sell
18,793
-8,905
-32% -$2.86M 1.77% 12
2026
Q2 		$8.01M Buy
27,698
+1,564
+6% +$447K 1.74% 14
2026
Q1 		$6.63M Buy
26,134
+2,239
+9% +$583K 1.58% 14
2025
Q4 		$6.5M Buy
23,895
+637
+3% +$171K 1.56% 14
2025
Q3 		$5.92M Buy
23,258
+1,963
+9% +$443K 1.52% 18
2025
Q2 		$4.37M Buy
21,295
+3,390
+19% +$685K 1.28% 21
2025
Q1 		$3.98M Buy
17,905
+3,680
+26% +$853K 1.29% 16
2024
Q4 		$3.56M Buy
14,225
+4,577
+47% +$1.08M 1.21% 19
2024
Q3 		$2.25M Buy
+9,648
New +$2.15M 0.79% 18
2024
Q1 		$674K Sell
3,930
-149
-4% -$27.1K 0.27% 50
2023
Q4 		$785K Buy
4,079
+31
+0.8% +$5.72K 0.33% 40
2023
Q3 		$693K Sell
4,048
-315
-7% -$57.8K 0.31% 42
2023
Q2 		$846K Sell
4,363
-6,328
-59% -$1.1M 0.36% 42
2023
Q1 		$1.76M Buy
10,691
+209
+2% +$30.8K 0.81% 17
2022
Q4 		$959K Buy
+10,482
New +$1.5M 0.56% 26

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
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

RIA Advisory Group's AAPL Position: Q3 2026 in Review

RIA Advisory Group reduced its Apple (AAPL) stake by 32% in Q3 2026, selling an estimated $2.86M and leaving 18,793 shares worth $6.26M. The position accounts for 1.77% of the portfolio, ranked #12.

RIA Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.01M in Q2 2026. 1,864 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • RIA Advisory Group held 18,793 shares of Apple worth $6.26M as of Q3 2026.
  • RIA Advisory Group sold 8,905 Apple shares in Q3 2026, an estimated $2.86M.
  • Apple made up 1.77% of RIA Advisory Group's portfolio in Q3 2026, its #12 holding.
  • RIA Advisory Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • RIA Advisory Group's Apple position peaked at $8.01M in Q2 2026.
  • 1,864 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.