Riversedge Advisors
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Riversedge Advisors’s Apple AAPL Stock Holding History

Riversedge 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 		$50.6M Sell
151,913
-1,853
-1% -$595K 6.22% 4
2026
Q2 		$44.5M Buy
153,766
+61,236
+66% +$17.5M 5.86% 4
2026
Q1 		$23.5M Sell
92,530
-1,760
-2% -$458K 3.8% 8
2025
Q4 		$25.6M Buy
94,290
+2,060
+2% +$553K 4.17% 9
2025
Q3 		$23.5M Buy
92,230
+4,781
+5% +$1.08M 3.94% 9
2025
Q2 		$17.9M Sell
87,449
-1,125
-1% -$227K 3.51% 10
2025
Q1 		$19.7M Sell
88,574
-4,249
-5% -$984K 4.39% 11
2024
Q4 		$23.2M Buy
92,823
+568
+0.6% +$134K 5.26% 5
2024
Q3 		$21.5M Buy
92,255
+393
+0.4% +$87.8K 4.88% 8
2024
Q2 		$19.3M Buy
91,862
+510
+0.6% +$95.1K 4.72% 7
2024
Q1 		$15.7M Buy
91,352
+50,488
+124% +$9.18M 3.86% 10
2023
Q4 		$7.87M Buy
40,864
+164
+0.4% +$30.3K 2.16% 14
2023
Q3 		$6.97M Buy
40,700
+304
+0.8% +$55.7K 2.06% 15
2023
Q2 		$7.84M Buy
40,396
+53
+0.1% +$9.24K 2.15% 15
2023
Q1 		$6.65M Buy
40,343
+1,088
+3% +$161K 1.94% 13
2022
Q4 		$5.1M Sell
39,255
-218
-0.6% -$31.2K 1.65% 16
2022
Q3 		$5.46M Buy
39,473
+31,995
+428% +$5.02M 1.97% 15
2022
Q2 		$1.02M Buy
7,478
+504
+7% +$76.3K 0.38% 31
2022
Q1 		$1.22M Sell
6,974
-30
-0.4% -$5.04K 0.4% 33
2021
Q4 		$1.24M Sell
7,004
-1,218
-15% -$192K 0.39% 32
2021
Q3 		$1.16M Buy
8,222
+328
+4% +$48.3K 0.4% 28
2021
Q2 		$1.08M Buy
7,894
+1,213
+18% +$157K 0.4% 27
2021
Q1 		$816K Sell
6,681
-830
-11% -$107K 0.35% 27
2020
Q4 		$997K Buy
7,511
+2
+0% +$241 0.46% 25
2020
Q3 		$870K Buy
7,509
+261
+4% +$28.5K 0.46% 25
2020
Q2 		$661K Buy
+7,248
New +$562K 0.39% 26

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Riversedge Advisors's AAPL Position: Q3 2026 in Review

Riversedge Advisors reduced its Apple (AAPL) stake by 1.2% in Q3 2026, selling an estimated $595K and leaving 151,913 shares worth $50.6M. The position accounts for 6.22% of the portfolio, ranked #4.

Riversedge Advisors first reported a position in AAPL in Q2 2020 and has held it in 26 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Riversedge Advisors held 151,913 shares of Apple worth $50.6M as of Q3 2026.
  • Riversedge Advisors sold 1,853 Apple shares in Q3 2026, an estimated $595K.
  • Apple made up 6.22% of Riversedge Advisors's portfolio in Q3 2026, its #4 holding.
  • Riversedge Advisors first reported a position in Apple in Q2 2020 and has held it in 26 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.