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SigFig Wealth Management’s Apple AAPL Stock Holding History

SigFig 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 		$612K Hold
1,838
– – 0.02% 115
2026
Q2 		$518K Hold
1,838
– – 0.01% 115
2026
Q1 		$467K Buy
1,838
+8
+0.4% +$2.08K 0.01% 115
2025
Q4 		$500K Hold
1,830
– – 0.01% 114
2025
Q3 		$468K Hold
1,830
– – 0.01% 114
2025
Q2 		$368K Buy
1,830
+50
+3% +$10.1K 0.01% 115
2025
Q1 		$338K Hold
1,780
– – 0.01% 113
2024
Q4 		$338K Hold
1,780
– – 0.01% 113
2024
Q3 		$338K Sell
1,780
-300
-14% -$67K 0.01% 110
2024
Q2 		$401K Hold
2,080
– – 0.02% 111
2024
Q1 		$389K Hold
2,080
– – 0.01% 115
2023
Q4 		$395K Sell
2,080
-120
-5% -$22.2K 0.02% 111
2023
Q3 		$410K Sell
2,200
-267
-11% -$49K 0.02% 104
2023
Q2 		$446K Hold
2,467
– – 0.02% 99
2023
Q1 		$435K Buy
2,467
+420
+21% +$62K 0.02% 89
2022
Q4 		$366K Hold
2,047
– – 0.02% 98
2022
Q3 		$366K Hold
2,047
– – 0.02% 90
2022
Q2 		$366K Hold
2,047
– – 0.02% 87
2022
Q1 		$366K Sell
2,047
-210
-9% -$35.3K 0.02% 81
2021
Q4 		$403K Buy
2,257
+102
+5% +$16.1K 0.02% 79
2021
Q3 		$380K Buy
2,155
+104
+5% +$15.3K 0.02% 78
2021
Q2 		$358K Buy
2,051
+4
+0.2% +$518 0.02% 78
2021
Q1 		$331K Hold
2,047
– – 0.02% 71
2020
Q4 		$349K Buy
+2,047
New +$246K 0.03% 69

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

SigFig Wealth Management held its Apple (AAPL) position steady in Q3 2026 at 1,838 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #115.

SigFig Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 793 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • SigFig Wealth Management held 1,838 shares of Apple worth $612K as of Q3 2026.
  • SigFig Wealth Management left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.02% of SigFig Wealth Management's portfolio in Q3 2026, its #115 holding.
  • SigFig Wealth Management first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 793 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.