Triad Wealth Partners
AAPL icon

Triad Wealth Partners’s Apple AAPL Stock Holding History

Triad Wealth Partners’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 		$33.7M Buy
101,306
+613
+0.6% +$197K 1.87% 9
2026
Q2 		$30.6M Buy
100,693
+21,598
+27% +$6.18M 1.8% 9
2026
Q1 		$20.1M Buy
79,095
+6,258
+9% +$1.63M 1.59% 12
2025
Q4 		$19.8M Buy
72,837
+17,493
+32% +$4.7M 1.88% 9
2025
Q3 		$14.1M Buy
55,344
+25,042
+83% +$5.66M 1.82% 12
2025
Q2 		$6.22M Buy
30,302
+5,202
+21% +$1.05M 1.26% 22
2025
Q1 		$5.58M Buy
25,100
+1,564
+7% +$362K 1.73% 15
2024
Q4 		$5.89M Buy
23,536
+4,740
+25% +$1.12M 2.13% 12
2024
Q3 		$4.38M Buy
18,796
+6,852
+57% +$1.53M 2.33% 16
2024
Q2 		$2.52M Buy
11,944
+3,908
+49% +$729K 1.32% 17
2024
Q1 		$1.38M Buy
+8,036
New +$1.46M 1.06% 17

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Triad Wealth Partners's AAPL Position: Q3 2026 in Review

Triad Wealth Partners increased its Apple (AAPL) stake by 0.61% in Q3 2026, buying an estimated $197K and bringing the position to 101,306 shares worth $33.7M. The position accounts for 1.87% of the portfolio, ranked #9.

Triad Wealth Partners first reported a position in AAPL in Q1 2024 and has held it in 11 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Triad Wealth Partners held 101,306 shares of Apple worth $33.7M as of Q3 2026.
  • Triad Wealth Partners bought 613 Apple shares in Q3 2026, an estimated $197K.
  • Apple made up 1.87% of Triad Wealth Partners's portfolio in Q3 2026, its #9 holding.
  • Triad Wealth Partners first reported a position in Apple in Q1 2024 and has held it in 11 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.