Rise Advisors
AAPL icon

Rise Advisors’s Apple AAPL Stock Holding History

Rise Advisors’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 		$3.33M Sell
10,004
-6,889
-41% -$2.21M 0.94% 16
2026
Q2 		$4.89M Buy
16,893
+244
+1% +$69.8K 1.38% 13
2026
Q1 		$4.26M Buy
16,649
+622
+4% +$162K 1.5% 12
2025
Q4 		$4.36M Sell
16,027
-639
-4% -$172K 1.55% 13
2025
Q3 		$4.24M Sell
16,666
-864
-5% -$195K 1.52% 13
2025
Q2 		$3.6M Buy
17,530
+1,492
+9% +$301K 1.43% 13
2025
Q1 		$3.56M Buy
16,038
+11,784
+277% +$2.73M 1.57% 12
2024
Q4 		$1.07M Sell
4,254
-198
-4% -$46.7K 0.51% 21
2024
Q3 		$1.04M Sell
4,452
-48
-1% -$10.7K 0.5% 20
2024
Q2 		$948K Sell
4,500
-23
-0.5% -$4.29K 0.5% 20
2024
Q1 		$776K Buy
4,523
+2,589
+134% +$471K 0.41% 23
2023
Q4 		$372K Sell
1,934
-11,861
-86% -$2.19M 0.26% 34
2023
Q3 		$2.36M Buy
13,795
+885
+7% +$162K 1.87% 9
2023
Q2 		$2.5M Sell
12,910
-12,367
-49% -$2.15M 1.94% 9
2023
Q1 		$4.17M Buy
25,277
+2,249
+10% +$332K 3.15% 8
2022
Q4 		$2.99M Sell
23,028
-75
-0.3% -$10.7K 2.4% 9
2022
Q3 		$3.19M Buy
23,103
+693
+3% +$109K 2.65% 8
2022
Q2 		$3.06M Buy
22,410
+79
+0.4% +$12K 3.09% 7
2022
Q1 		$3.9M Buy
22,331
+971
+5% +$163K 3.51% 6
2021
Q4 		$3.79M Buy
+21,360
New +$3.38M 3.61% 6

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

Rise Advisors's AAPL Position: Q3 2026 in Review

Rise Advisors reduced its Apple (AAPL) stake by 41% in Q3 2026, selling an estimated $2.21M and leaving 10,004 shares worth $3.33M. The position accounts for 0.94% of the portfolio, ranked #16.

Rise Advisors first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.89M in Q2 2026. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Rise Advisors held 10,004 shares of Apple worth $3.33M as of Q3 2026.
  • Rise Advisors sold 6,889 Apple shares in Q3 2026, an estimated $2.21M.
  • Apple made up 0.94% of Rise Advisors's portfolio in Q3 2026, its #16 holding.
  • Rise Advisors first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • Rise Advisors's Apple position peaked at $4.89M in Q2 2026.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.