Thrive Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.26M Sell
6,800
-600
-8% -$193K 0.28% 42
2026
Q2
$2.14M Buy
+7,400
New +$2.12M 0.27% 46

Other funds holding AAPL

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. 2,914 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.
  • 2,914 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.