Sagard Holdings Management’s Apple AAPL Stock Holding History

Sagard Holdings Management’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
2025 Q3	$150K	Hold	588	–	–	0.75%	12
2025 Q2	$121K	Buy	+588	New	+$119K	0.34%	16

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sagard Holdings Management's AAPL Position: Q3 2025 in Review

Sagard Holdings Management held its Apple (AAPL) position steady in Q3 2025 at 588 shares worth $150K. The position accounts for 0.75% of the portfolio, ranked #12.

Sagard Holdings Management first reported a position in AAPL in Q2 2025 and has held it in 2 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

Sagard Holdings Management held 588 shares of Apple worth $150K as of Q3 2025.
Sagard Holdings Management left its Apple share count unchanged in Q3 2025.
Apple made up 0.75% of Sagard Holdings Management's portfolio in Q3 2025, its #12 holding.
Sagard Holdings Management first reported a position in Apple in Q2 2025 and has held it in 2 quarters since.
5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.