The Wealth Group
AAPL icon

The Wealth Group’s Apple AAPL Stock Holding History

The Wealth Group’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 		$2.44M Hold
7,298
– – 0.45% 27
2026
Q2 		$2.11M Sell
7,298
-149
-2% -$42.6K 0.4% 27
2026
Q1 		$1.89M Buy
7,447
+40
+0.5% +$10.4K 0.43% 27
2025
Q4 		$2.01M Sell
7,407
-878
-11% -$236K 0.45% 27
2025
Q3 		$2.11M Sell
8,285
-173
-2% -$39.1K 0.49% 27
2025
Q2 		$1.74M Sell
8,458
-37
-0.4% -$7.47K 0.44% 28
2025
Q1 		$1.89M Buy
8,495
+600
+8% +$139K 0.55% 22
2024
Q4 		$1.98M Sell
7,895
-549
-7% -$129K 0.57% 21
2024
Q3 		$1.97M Sell
8,444
-415
-5% -$92.7K 0.57% 21
2024
Q2 		$1.87M Buy
8,859
+293
+3% +$54.6K 0.56% 21
2024
Q1 		$1.57M Hold
8,566
– – 0.48% 26
2023
Q4 		$1.62M Buy
+8,566
New +$1.58M 0.54% 24

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

The Wealth Group's AAPL Position: Q3 2026 in Review

The Wealth Group held its Apple (AAPL) position steady in Q3 2026 at 7,298 shares worth $2.44M. The position accounts for 0.45% of the portfolio, ranked #27.

The Wealth Group first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • The Wealth Group held 7,298 shares of Apple worth $2.44M as of Q3 2026.
  • The Wealth Group left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.45% of The Wealth Group's portfolio in Q3 2026, its #27 holding.
  • The Wealth Group first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.