Ridgeline Wealth
AAPL icon

Ridgeline Wealth’s Apple AAPL Stock Holding History

Ridgeline 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 		$547K Sell
1,604
-239
-13% -$76.8K 0.31% 34
2026
Q2 		$533K Sell
1,843
-239
-11% -$68.4K 0.31% 35
2026
Q1 		$528K Hold
2,082
– – 0.38% 29
2025
Q4 		$566K Buy
2,082
+93
+5% +$25K 0.39% 30
2025
Q3 		$506K Sell
1,989
-276
-12% -$62.4K 0.37% 30
2025
Q2 		$465K Sell
2,265
-293
-11% -$59.2K 0.38% 31
2025
Q1 		$568K Sell
2,558
-394
-13% -$91.3K 0.48% 27
2024
Q4 		$739K Buy
+2,952
New +$696K 0.6% 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

Ridgeline Wealth's AAPL Position: Q3 2026 in Review

Ridgeline Wealth reduced its Apple (AAPL) stake by 13% in Q3 2026, selling an estimated $76.8K and leaving 1,604 shares worth $547K. The position accounts for 0.31% of the portfolio, ranked #34.

Ridgeline Wealth first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $739K in Q4 2024. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Ridgeline Wealth held 1,604 shares of Apple worth $547K as of Q3 2026.
  • Ridgeline Wealth sold 239 Apple shares in Q3 2026, an estimated $76.8K.
  • Apple made up 0.31% of Ridgeline Wealth's portfolio in Q3 2026, its #34 holding.
  • Ridgeline Wealth first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • Ridgeline Wealth's Apple position peaked at $739K in Q4 2024.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.