TPG Financial Advisors
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TPG Financial Advisors’s Apple AAPL Stock Holding History

TPG Financial 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 		$6.85M Buy
20,575
+28
+0.1% +$8.99K 2.02% 22
2026
Q2 		$5.95M Sell
20,547
-3,467
-14% -$992K 1.78% 21
2026
Q1 		$6.09M Sell
24,014
-1,127
-4% -$293K 1.98% 21
2025
Q4 		$6.83M Sell
25,141
-3,819
-13% -$1.03M 2.28% 17
2025
Q3 		$7.37M Sell
28,960
-303
-1% -$68.4K 2.75% 17
2025
Q2 		$6M Sell
29,263
-96
-0.3% -$19.4K 2.4% 18
2025
Q1 		$6.52M Sell
29,359
-376
-1% -$87.1K 2.88% 14
2024
Q4 		$7.45M Buy
29,735
+23,267
+360% +$5.48M 3.24% 11
2024
Q3 		$1.51M Buy
6,468
+195
+3% +$43.5K 0.68% 26
2024
Q2 		$1.32M Buy
+6,273
New +$1.17M 0.63% 28
2023
Q4 		$965K Buy
5,199
+902
+21% +$167K 0.49% 31
2023
Q3 		$736K Buy
4,297
+2,413
+128% +$443K 0.38% 31
2023
Q2 		$365K Buy
1,884
+260
+16% +$45.3K 0.19% 41
2023
Q1 		$268K Buy
1,624
+20
+1% +$2.95K 0.15% 45
2022
Q4 		$208K Buy
+1,604
New +$229K 0.13% 45
2020
Q1 		– Sell
-3,236
Closed -$238K – 44
2019
Q4 		$238K Buy
+3,236
New +$208K 0.2% 45

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TPG Financial Advisors's AAPL Position: Q3 2026 in Review

TPG Financial Advisors increased its Apple (AAPL) stake by 0.14% in Q3 2026, buying an estimated $8.99K and bringing the position to 20,575 shares worth $6.85M. The position accounts for 2.02% of the portfolio, ranked #22.

TPG Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 16 quarters since. The position peaked at $7.45M in Q4 2024. 5,032 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • TPG Financial Advisors held 20,575 shares of Apple worth $6.85M as of Q3 2026.
  • TPG Financial Advisors bought 28 Apple shares in Q3 2026, an estimated $8.99K.
  • Apple made up 2.02% of TPG Financial Advisors's portfolio in Q3 2026, its #22 holding.
  • TPG Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 16 quarters since.
  • TPG Financial Advisors's Apple position peaked at $7.45M in Q4 2024.
  • 5,032 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on TPG Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.