Root Financial Partners
AAPL icon

Root Financial Partners’s Apple AAPL Stock Holding History

Root Financial 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 		$44.4M Buy
133,250
+7,151
+6% +$2.3M 1.49% 17
2026
Q2 		$36.5M Sell
126,099
-7,446
-6% -$2.13M 1.42% 17
2026
Q1 		$33.9M Buy
133,545
+2,416
+2% +$629K 1.57% 16
2025
Q4 		$35.6M Buy
131,129
+17,877
+16% +$4.8M 1.82% 14
2025
Q3 		$28.8M Buy
113,252
+9,288
+9% +$2.1M 1.78% 16
2025
Q2 		$21.3M Buy
103,964
+2,963
+3% +$598K 2.06% 13
2025
Q1 		$22.4M Buy
101,001
+25,978
+35% +$6.02M 2.39% 12
2024
Q4 		$18.8M Buy
75,023
+12,453
+20% +$2.93M 2.33% 13
2024
Q3 		$14.6M Buy
62,570
+9,059
+17% +$2.02M 2.33% 12
2024
Q2 		$11.3M Buy
53,511
+15,570
+41% +$2.9M 2.64% 11
2024
Q1 		$6.51M Buy
37,941
+9,783
+35% +$1.78M 1.93% 12
2023
Q4 		$5.42M Buy
28,158
+12,936
+85% +$2.39M 2.04% 13
2023
Q3 		$2.61M Buy
15,222
+446
+3% +$81.8K 1.38% 13
2023
Q2 		$2.87M Buy
14,776
+657
+5% +$114K 1.71% 13
2023
Q1 		$2.33M Buy
+14,119
New +$2.08M 1.66% 14

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Root Financial Partners's AAPL Position: Q3 2026 in Review

Root Financial Partners increased its Apple (AAPL) stake by 5.7% in Q3 2026, buying an estimated $2.3M and bringing the position to 133,250 shares worth $44.4M. The position accounts for 1.49% of the portfolio, ranked #17.

Root Financial Partners first reported a position in AAPL in Q1 2023 and has held it in 15 quarters since. 2,771 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Root Financial Partners held 133,250 shares of Apple worth $44.4M as of Q3 2026.
  • Root Financial Partners bought 7,151 Apple shares in Q3 2026, an estimated $2.3M.
  • Apple made up 1.49% of Root Financial Partners's portfolio in Q3 2026, its #17 holding.
  • Root Financial Partners first reported a position in Apple in Q1 2023 and has held it in 15 quarters since.
  • 2,771 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.