Sincerus Advisory
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Sincerus Advisory’s Apple AAPL Stock Holding History

Sincerus Advisory’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 		$2.57M Buy
7,727
+398
+5% +$128K 1.68% 18
2026
Q2 		$2.12M Buy
7,329
+94
+1% +$26.9K 1.44% 20
2026
Q1 		$1.84M Buy
7,235
+1,837
+34% +$478K 1.39% 22
2025
Q4 		$1.47M Hold
5,398
– – 1.18% 24
2025
Q3 		$1.37M Buy
5,398
+81
+2% +$18.3K 1.18% 24
2025
Q2 		$1.14M Sell
5,317
-152
-3% -$30.7K 1.07% 30
2025
Q1 		$1.21M Sell
5,469
-86
-2% -$19.9K 1.28% 27
2024
Q4 		$1.39M Buy
+5,555
New +$1.31M 1.49% 21

Other funds holding AAPL

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
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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Sincerus Advisory's AAPL Position: Q3 2026 in Review

Sincerus Advisory increased its Apple (AAPL) stake by 5.4% in Q3 2026, buying an estimated $128K and bringing the position to 7,727 shares worth $2.57M. The position accounts for 1.68% of the portfolio, ranked #18.

Sincerus Advisory first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,918 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Sincerus Advisory held 7,727 shares of Apple worth $2.57M as of Q3 2026.
  • Sincerus Advisory bought 398 Apple shares in Q3 2026, an estimated $128K.
  • Apple made up 1.68% of Sincerus Advisory's portfolio in Q3 2026, its #18 holding.
  • Sincerus Advisory first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 1,918 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.