Roberts Wealth Advisors
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Roberts Wealth Advisors’s Apple AAPL Stock Holding History

Roberts Wealth 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 		$29.9M Sell
89,755
-640
-0.7% -$206K 6.71% 3
2026
Q2 		$26.2M Sell
90,395
-2,042
-2% -$584K 5.94% 3
2026
Q1 		$23.5M Buy
92,437
+4,694
+5% +$1.22M 5.96% 3
2025
Q4 		$23.9M Sell
87,743
-3,641
-4% -$977K 6.23% 2
2025
Q3 		$23.3M Sell
91,384
-1,349
-1% -$305K 6.19% 2
2025
Q2 		$19M Sell
92,733
-493
-0.5% -$100K 5.47% 2
2025
Q1 		$20.7M Sell
93,226
-273
-0.3% -$63.2K 6.39% 2
2024
Q4 		$22.2M Sell
93,499
-810
-0.9% -$191K 6.76% 1
2024
Q3 		$21.3M Buy
94,309
+2,068
+2% +$462K 6.89% 1
2024
Q2 		$21.1M Buy
92,241
+26,527
+40% +$4.95M 7.2% 1
2024
Q1 		$11.3M Sell
65,714
-392
-0.6% -$71.3K 4.24% 4
2023
Q4 		$36.8M Sell
66,106
-907
-1% -$167K 5.73% 3
2023
Q3 		$12M Buy
67,013
+636
+1% +$117K 5.27% 3
2023
Q2 		$12.9M Sell
66,377
-19,525
-23% -$3.4M 5.66% 2
2023
Q1 		$14.2M Sell
85,902
-178
-0.2% -$26.3K 6.53% 2
2022
Q4 		$10.8M Buy
86,080
+1,674
+2% +$239K 5.2% 2
2022
Q3 		$12.3M Buy
84,406
+618
+0.7% +$97K 6.04% 2
2022
Q2 		$12.3M Buy
83,788
+1,380
+2% +$209K 5.37% 3
2022
Q1 		$14.4M Sell
82,408
-976
-1% -$164K 5.63% 2
2021
Q4 		$15.2M Buy
83,384
+209
+0.3% +$33K 5.47% 2
2021
Q3 		$11.8M Buy
+83,175
New +$12.2M 4.66% 2

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

Roberts Wealth Advisors's AAPL Position: Q3 2026 in Review

Roberts Wealth Advisors reduced its Apple (AAPL) stake by 0.71% in Q3 2026, selling an estimated $206K and leaving 89,755 shares worth $29.9M. The position accounts for 6.71% of the portfolio, ranked #3.

Roberts Wealth Advisors first reported a position in AAPL in Q3 2021 and has held it in 21 quarters since. The position peaked at $36.8M in Q4 2023. 2,222 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Roberts Wealth Advisors held 89,755 shares of Apple worth $29.9M as of Q3 2026.
  • Roberts Wealth Advisors sold 640 Apple shares in Q3 2026, an estimated $206K.
  • Apple made up 6.71% of Roberts Wealth Advisors's portfolio in Q3 2026, its #3 holding.
  • Roberts Wealth Advisors first reported a position in Apple in Q3 2021 and has held it in 21 quarters since.
  • Roberts Wealth Advisors's Apple position peaked at $36.8M in Q4 2023.
  • 2,222 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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