Split Rock Private Trading & Wealth Management
AAPL icon

Split Rock Private Trading & Wealth Management’s Apple AAPL Stock Holding History

Split Rock Private Trading & 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 		$8.49M Sell
25,484
-44
-0.2% -$14.1K 5.71% 3
2026
Q2 		$7.39M Sell
25,528
-167
-0.6% -$47.8K 5.07% 3
2026
Q1 		$6.52M Buy
25,695
+131
+0.5% +$34.1K 5.05% 5
2025
Q4 		$6.95M Buy
+25,564
New +$6.86M 5.57% 5

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's AAPL Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management reduced its Apple (AAPL) stake by 0.17% in Q3 2026, selling an estimated $14.1K and leaving 25,484 shares worth $8.49M. The position accounts for 5.71% of the portfolio, ranked #3.

Split Rock Private Trading & Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Split Rock Private Trading & Wealth Management held 25,484 shares of Apple worth $8.49M as of Q3 2026.
  • Split Rock Private Trading & Wealth Management sold 44 Apple shares in Q3 2026, an estimated $14.1K.
  • Apple made up 5.71% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.