Strata Wealth Advisors
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Strata Wealth Advisors’s Apple AAPL Stock Holding History

Strata Wealth 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 		$9.31M Buy
27,958
+5,511
+25% +$1.77M 2.18% 13
2026
Q2 		$6.5M Buy
22,447
+1,058
+5% +$303K 1.58% 15
2026
Q1 		$5.43M Sell
21,389
-407
-2% -$106K 1.49% 15
2025
Q4 		$5.93M Sell
21,796
-772
-3% -$207K 1.65% 10
2025
Q3 		$5.75M Buy
22,568
+33
+0.1% +$7.46K 1.52% 11
2025
Q2 		$4.62M Buy
22,535
+4,493
+25% +$907K 1.27% 15
2025
Q1 		$4.01M Sell
18,042
-885
-5% -$205K 1.25% 13
2024
Q4 		$4.74M Buy
18,927
+272
+1% +$64.1K 1.49% 11
2024
Q3 		$4.35M Buy
18,655
+663
+4% +$148K 1.4% 12
2024
Q2 		$3.79M Buy
17,992
+1,157
+7% +$216K 1.31% 13
2024
Q1 		$2.89M Buy
16,835
+4,018
+31% +$731K 1.02% 15
2023
Q4 		$2.47M Buy
12,817
+581
+5% +$107K 0.97% 20
2023
Q3 		$2.09M Buy
+12,236
New +$2.24M 1.01% 10
2023
Q1 		$5.73M Sell
34,769
-1,991
-5% -$294K 2.96% 8
2022
Q4 		$4.78M Buy
+36,760
New +$5.25M 2.65% 8

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Strata Wealth Advisors's AAPL Position: Q3 2026 in Review

Strata Wealth Advisors increased its Apple (AAPL) stake by 25% in Q3 2026, buying an estimated $1.77M and bringing the position to 27,958 shares worth $9.31M. The position accounts for 2.18% of the portfolio, ranked #13.

Strata Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 1,818 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Strata Wealth Advisors held 27,958 shares of Apple worth $9.31M as of Q3 2026.
  • Strata Wealth Advisors bought 5,511 Apple shares in Q3 2026, an estimated $1.77M.
  • Apple made up 2.18% of Strata Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • Strata Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.