Ridgecrest Wealth Partners
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Ridgecrest Wealth Partners’s Apple AAPL Stock Holding History

Ridgecrest Wealth Partners’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 		$25.5M Sell
76,454
-535
-0.7% -$172K 11.78% 1
2026
Q2 		$22.3M Sell
76,989
-419
-0.5% -$120K 10.75% 2
2026
Q1 		$19.6M Sell
77,408
-168
-0.2% -$43.7K 10.84% 1
2025
Q4 		$21.1M Sell
77,576
-28,482
-27% -$7.65M 11.44% 1
2025
Q3 		$27M Sell
106,058
-162
-0.2% -$36.6K 12.21% 1
2025
Q2 		$21.8M Sell
106,220
-831
-0.8% -$168K 11.5% 1
2025
Q1 		$23.8M Buy
107,051
+2,214
+2% +$513K 12.45% 1
2024
Q4 		$26.3M Sell
104,837
-590
-0.6% -$139K 14.24% 1
2024
Q3 		$24.6M Buy
105,427
+854
+0.8% +$191K 12.81% 1
2024
Q2 		$22M Buy
104,573
+706
+0.7% +$132K 13.26% 1
2024
Q1 		$17.8M Buy
103,867
+5,930
+6% +$1.08M 10.6% 1
2023
Q4 		$18.9M Sell
97,937
-2,120
-2% -$391K 12.46% 1
2023
Q3 		$17.1M Buy
100,057
+752
+0.8% +$138K 12.02% 1
2023
Q2 		$19.3M Sell
99,305
-1,005
-1% -$175K 12.74% 1
2023
Q1 		$16.5M Buy
100,310
+137
+0.1% +$20.2K 11.79% 1
2022
Q4 		$13M Sell
100,173
-15,479
-13% -$2.21M 9.88% 1
2022
Q3 		$16M Buy
115,652
+288
+0.2% +$45.2K 13.03% 1
2022
Q2 		$15.8M Buy
115,364
+663
+0.6% +$100K 11.48% 1
2022
Q1 		$20M Buy
114,701
+2,717
+2% +$457K 12.72% 1
2021
Q4 		$19.9M Buy
111,984
+3,336
+3% +$527K 9.68% 1
2021
Q3 		$15.4M Buy
108,648
+19,437
+22% +$2.86M 8.37% 1
2021
Q2 		$12.2M Buy
89,211
+18,705
+27% +$2.42M 7.63% 1
2021
Q1 		$8.61M Buy
+70,506
New +$9.05M 8.21% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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

Ridgecrest Wealth Partners's AAPL Position: Q3 2026 in Review

Ridgecrest Wealth Partners reduced its Apple (AAPL) stake by 0.69% in Q3 2026, selling an estimated $172K and leaving 76,454 shares worth $25.5M. The position accounts for 11.78% of the portfolio, ranked #1.

Ridgecrest Wealth Partners first reported a position in AAPL in Q1 2021 and has held it in 23 quarters since. The position peaked at $27M in Q3 2025. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Ridgecrest Wealth Partners held 76,454 shares of Apple worth $25.5M as of Q3 2026.
  • Ridgecrest Wealth Partners sold 535 Apple shares in Q3 2026, an estimated $172K.
  • Apple made up 11.78% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #1 holding.
  • Ridgecrest Wealth Partners first reported a position in Apple in Q1 2021 and has held it in 23 quarters since.
  • Ridgecrest Wealth Partners's Apple position peaked at $27M in Q3 2025.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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