Trifecta Capital Advisors
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Trifecta Capital Advisors’s Apple AAPL Stock Holding History

Trifecta Capital 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 		$41.4M Buy
124,350
+1,491
+1% +$479K 5.13% 3
2026
Q2 		$35.6M Buy
122,859
+5,405
+5% +$1.55M 4.58% 3
2026
Q1 		$29.8M Buy
117,454
+718
+0.6% +$187K 4.61% 3
2025
Q4 		$31.7M Buy
116,736
+475
+0.4% +$128K 4.7% 4
2025
Q3 		$29.6M Sell
116,261
-11,623
-9% -$2.63M 4.5% 4
2025
Q2 		$26.2M Buy
127,884
+14,438
+13% +$2.92M 4.37% 5
2025
Q1 		$25.2M Buy
113,446
+2,130
+2% +$493K 5.28% 2
2024
Q4 		$27.9M Sell
111,316
-1,710
-2% -$403K 5.51% 2
2024
Q3 		$26.3M Sell
113,026
-3
-0% -$670 5.51% 2
2024
Q2 		$23.8M Buy
113,029
+1,305
+1% +$243K 5.27% 4
2024
Q1 		$19.2M Sell
111,724
-7,852
-7% -$1.43M 4.66% 3
2023
Q4 		$23M Sell
119,576
-2,793
-2% -$516K 6.37% 2
2023
Q3 		$21M Buy
122,369
+485
+0.4% +$88.9K 6.73% 2
2023
Q2 		$23.6M Sell
121,884
-1,843
-1% -$321K 7.61% 2
2023
Q1 		$20.4M Buy
123,727
+2,613
+2% +$386K 7.19% 2
2022
Q4 		$15.7M Buy
+121,114
New +$17.3M 6.27% 2

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Trifecta Capital Advisors's AAPL Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Apple (AAPL) stake by 1.2% in Q3 2026, buying an estimated $479K and bringing the position to 124,350 shares worth $41.4M. The position accounts for 5.13% of the portfolio, ranked #3.

Trifecta Capital Advisors first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Trifecta Capital Advisors held 124,350 shares of Apple worth $41.4M as of Q3 2026.
  • Trifecta Capital Advisors bought 1,491 Apple shares in Q3 2026, an estimated $479K.
  • Apple made up 5.13% of Trifecta Capital Advisors's portfolio in Q3 2026, its #3 holding.
  • Trifecta Capital Advisors first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.