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Stegent Equity Advisors’s Apple AAPL Stock Holding History

Stegent Equity Advisors’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 		$2.87M Sell
8,617
-699
-8% -$225K 2.27% 12
2026
Q2 		$2.7M Sell
9,316
-206
-2% -$58.9K 1.93% 17
2026
Q1 		$2.42M Buy
9,522
+1,204
+14% +$313K 2.06% 12
2025
Q4 		$2.26M Buy
8,318
+1,177
+16% +$316K 1.76% 16
2025
Q3 		$1.82M Sell
7,141
-626
-8% -$141K 1.48% 22
2025
Q2 		$1.59M Buy
7,767
+760
+11% +$153K 1.41% 21
2025
Q1 		$1.56M Sell
7,007
-28
-0.4% -$6.49K 1.58% 18
2024
Q4 		$1.76M Sell
7,035
-386
-5% -$91K 1.79% 19
2024
Q3 		$1.73M Sell
7,421
-466
-6% -$104K 1.91% 17
2024
Q2 		$1.66M Buy
7,887
+765
+11% +$143K 1.73% 23
2024
Q1 		$1.22M Sell
7,122
-270
-4% -$49.1K 1.24% 29
2023
Q4 		$1.42M Sell
7,392
-52
-0.7% -$9.6K 1.68% 25
2023
Q3 		$1.27M Sell
7,444
-1,604
-18% -$294K 1.61% 22
2023
Q2 		$1.75M Sell
9,048
-400
-4% -$69.7K 1.96% 17
2023
Q1 		$1.56M Sell
9,448
-632
-6% -$93.3K 1.55% 23
2022
Q4 		$1.31M Sell
10,080
-1,238
-11% -$177K 1.57% 31
2022
Q3 		$1.56M Sell
11,318
-23
-0.2% -$3.61K 2.35% 13
2022
Q2 		$1.55M Sell
11,341
-1,060
-9% -$161K 2.01% 13
2022
Q1 		$2.17M Sell
12,401
-2,157
-15% -$363K 1.82% 20
2021
Q4 		$2.59M Buy
+14,558
New +$2.3M 2.1% 16

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
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
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Stegent Equity Advisors's AAPL Position: Q3 2026 in Review

Stegent Equity Advisors reduced its Apple (AAPL) stake by 7.5% in Q3 2026, selling an estimated $225K and leaving 8,617 shares worth $2.87M. The position accounts for 2.27% of the portfolio, ranked #12.

Stegent Equity Advisors first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 682 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Stegent Equity Advisors held 8,617 shares of Apple worth $2.87M as of Q3 2026.
  • Stegent Equity Advisors sold 699 Apple shares in Q3 2026, an estimated $225K.
  • Apple made up 2.27% of Stegent Equity Advisors's portfolio in Q3 2026, its #12 holding.
  • Stegent Equity Advisors first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 682 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.