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Thrive Wealth Management’s Apple AAPL Stock Holding History

Thrive 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 		$19.4M Buy
58,279
+205
+0.4% +$65.8K 2.41% 5
2026
Q2 		$16.8M Buy
58,074
+1,104
+2% +$316K 2.13% 5
2026
Q1 		$14.5M Buy
56,970
+581
+1% +$151K 2.16% 4
2025
Q4 		$15.3M Sell
56,389
-1,196
-2% -$321K 2.25% 4
2025
Q3 		$14.7M Buy
57,585
+1,024
+2% +$231K 2.21% 5
2025
Q2 		$11.6M Buy
56,561
+725
+1% +$146K 1.87% 7
2025
Q1 		$12.4M Sell
55,836
-1,609
-3% -$373K 2.37% 4
2024
Q4 		$14.4M Buy
57,445
+8,565
+18% +$2.02M 2.59% 4
2024
Q3 		$11.4M Sell
48,880
-661
-1% -$148K 2.09% 6
2024
Q2 		$10.4M Buy
49,541
+5,872
+13% +$1.1M 2.04% 7
2024
Q1 		$7.49M Buy
43,669
+563
+1% +$102K 1.55% 9
2023
Q4 		$8.3M Sell
43,106
-696
-2% -$129K 1.85% 7
2023
Q3 		$7.5M Sell
43,802
-735
-2% -$135K 1.99% 6
2023
Q2 		$8.64M Buy
44,537
+1,542
+4% +$269K 2.24% 6
2023
Q1 		$7.09M Sell
42,995
-1,095
-2% -$162K 1.82% 10
2022
Q4 		$5.73M Sell
44,090
-3,269
-7% -$467K 1.64% 11
2022
Q3 		$6.54M Buy
47,359
+1,847
+4% +$290K 2.29% 5
2022
Q2 		$6.22M Buy
45,512
+2,616
+6% +$396K 2.17% 7
2022
Q1 		$7.49M Buy
42,896
+1,292
+3% +$217K 2.21% 10
2021
Q4 		$7.39M Buy
+41,604
New +$6.57M 2.53% 7

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

Thrive Wealth Management's AAPL Position: Q3 2026 in Review

Thrive Wealth Management increased its Apple (AAPL) stake by 0.35% in Q3 2026, buying an estimated $65.8K and bringing the position to 58,279 shares worth $19.4M. The position accounts for 2.41% of the portfolio, ranked #5.

Thrive Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 726 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Thrive Wealth Management held 58,279 shares of Apple worth $19.4M as of Q3 2026.
  • Thrive Wealth Management bought 205 Apple shares in Q3 2026, an estimated $65.8K.
  • Apple made up 2.41% of Thrive Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Thrive Wealth Management first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 726 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.