SageOak Financial
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SageOak Financial’s Apple AAPL Stock Holding History

SageOak Financial’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 		$417K Sell
1,251
-110
-8% -$35.3K 0.27% 25
2026
Q2 		$394K Hold
1,361
– – 0.26% 28
2026
Q1 		$345K Buy
+1,361
New +$354K 0.24% 28

Other funds holding AAPL

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
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
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

SageOak Financial's AAPL Position: Q3 2026 in Review

SageOak Financial reduced its Apple (AAPL) stake by 8.1% in Q3 2026, selling an estimated $35.3K and leaving 1,251 shares worth $417K. The position accounts for 0.27% of the portfolio, ranked #25.

SageOak Financial first reported a position in AAPL in Q1 2026 and has held it in 3 quarters since. 2,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • SageOak Financial held 1,251 shares of Apple worth $417K as of Q3 2026.
  • SageOak Financial sold 110 Apple shares in Q3 2026, an estimated $35.3K.
  • Apple made up 0.27% of SageOak Financial's portfolio in Q3 2026, its #25 holding.
  • SageOak Financial first reported a position in Apple in Q1 2026 and has held it in 3 quarters since.
  • 2,604 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on SageOak Financial's 13F filing for Q3 2026, filed 19 Oct 2026.