Sendero Wealth Management’s Apple AAPL Stock Holding History

Sendero Wealth 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
2026 Q3	$7.96M	Buy	23,891 +398	+2%	+$128K	0.79%	21
2026 Q2	$6.8M	Buy	23,493 +3,289	+16%	+$941K	0.68%	27
2026 Q1	$5.13M	Sell	20,204 -285	-1%	-$74.2K	0.57%	29
2025 Q4	$5.57M	Buy	20,489 +759	+4%	+$204K	0.62%	31
2025 Q3	$5.02M	Sell	19,730 -29	-0.1%	-$6.55K	0.59%	35
2025 Q2	$4.05M	Sell	19,759 -36	-0.2%	-$7.27K	0.51%	41
2025 Q1	$4.4M	Sell	19,795 -36,109	-65%	-$8.37M	0.61%	36
2024 Q4	$14M	Sell	55,904 -8,095	-13%	-$1.91M	2.09%	10
2024 Q3	$14.9M	Buy	63,999 +1,243	+2%	+$278K	2.35%	8
2024 Q2	$13.2M	Buy	62,756 +45,245	+258%	+$8.44M	2.22%	8
2024 Q1	$3M	Sell	17,511 -75	-0.4%	-$13.6K	0.52%	40
2023 Q4	$3.39M	Buy	17,586 +1,633	+10%	+$302K	0.64%	34
2023 Q3	$2.73M	Sell	15,953 -600	-4%	-$110K	0.59%	34
2023 Q2	$3.21M	Buy	+16,553	New	+$2.88M	0.7%	32

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Sendero Wealth Management's AAPL Position: Q3 2026 in Review

Sendero Wealth Management increased its Apple (AAPL) stake by 1.7% in Q3 2026, buying an estimated $128K and bringing the position to 23,891 shares worth $7.96M. The position accounts for 0.79% of the portfolio, ranked #21.

Sendero Wealth Management first reported a position in AAPL in Q2 2023 and has held it in 14 quarters since. The position peaked at $14.9M in Q3 2024. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Sendero Wealth Management held 23,891 shares of Apple worth $7.96M as of Q3 2026.
Sendero Wealth Management bought 398 Apple shares in Q3 2026, an estimated $128K.
Apple made up 0.79% of Sendero Wealth Management's portfolio in Q3 2026, its #21 holding.
Sendero Wealth Management first reported a position in Apple in Q2 2023 and has held it in 14 quarters since.
Sendero Wealth Management's Apple position peaked at $14.9M in Q3 2024.
2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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