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Tactive Advisors’s Apple AAPL Stock Holding History

Tactive 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 		$8.6M Sell
25,912
-648
-2% -$208K 2.07% 8
2026
Q2 		$7.66M Buy
26,560
+535
+2% +$153K 1.89% 10
2026
Q1 		$6.58M Sell
26,025
-807
-3% -$210K 1.86% 11
2025
Q4 		$7.27M Buy
26,832
+638
+2% +$171K 2.13% 10
2025
Q3 		$6.64M Sell
26,194
-1,168
-4% -$264K 1.88% 11
2025
Q2 		$5.59M Buy
+27,362
New +$5.53M 1.81% 12
2024
Q1 		$4.67M Buy
27,213
+15,798
+138% +$2.87M 2.48% 10
2023
Q4 		$2.2M Buy
11,415
+776
+7% +$143K 1.41% 22
2023
Q3 		$1.82M Buy
10,639
+593
+6% +$109K 1.57% 16
2023
Q2 		$1.95M Buy
10,046
+1,029
+11% +$179K 1.49% 16
2023
Q1 		$1.49M Buy
9,017
+4,974
+123% +$734K 1.1% 20
2022
Q4 		$525K Buy
+4,043
New +$578K 0.34% 31

Other funds holding AAPL

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

Tactive Advisors's AAPL Position: Q3 2026 in Review

Tactive Advisors reduced its Apple (AAPL) stake by 2.4% in Q3 2026, selling an estimated $208K and leaving 25,912 shares worth $8.6M. The position accounts for 2.07% of the portfolio, ranked #8.

Tactive Advisors first reported a position in AAPL in Q4 2022 and has held it in 12 quarters since. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Tactive Advisors held 25,912 shares of Apple worth $8.6M as of Q3 2026.
  • Tactive Advisors sold 648 Apple shares in Q3 2026, an estimated $208K.
  • Apple made up 2.07% of Tactive Advisors's portfolio in Q3 2026, its #8 holding.
  • Tactive Advisors first reported a position in Apple in Q4 2022 and has held it in 12 quarters since.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.