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True Wealth Design’s Apple AAPL Stock Holding History

True Wealth Design’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 		$3.17M Buy
9,528
+351
+4% +$113K 0.75% 14
2026
Q2 		$2.66M Sell
9,177
-62
-0.7% -$17.7K 0.63% 17
2026
Q1 		$2.34M Buy
9,239
+661
+8% +$172K 0.65% 16
2025
Q4 		$2.33M Buy
8,578
+303
+4% +$81.3K 0.68% 16
2025
Q3 		$2.11M Buy
8,275
+826
+11% +$187K 0.64% 17
2025
Q2 		$1.53M Buy
7,449
+230
+3% +$46.4K 0.54% 20
2025
Q1 		$1.6M Buy
7,219
+110
+2% +$25.5K 0.61% 15
2024
Q4 		$1.78M Buy
7,109
+880
+14% +$207K 0.69% 15
2024
Q3 		$1.45M Sell
6,229
-3,591
-37% -$802K 0.57% 15
2024
Q2 		$2.07M Buy
9,820
+951
+11% +$177K 0.51% 22
2024
Q1 		$1.52M Buy
8,869
+111
+1% +$20.2K 0.38% 24
2023
Q4 		$1.69M Buy
8,758
+817
+10% +$151K 0.47% 23
2023
Q3 		$1.36M Sell
7,941
-2
-0% -$367 0.46% 23
2023
Q2 		$1.54M Sell
7,943
-1,723
-18% -$300K 0.56% 21
2023
Q1 		$1.59M Buy
9,666
+5
+0.1% +$738 0.67% 23
2022
Q4 		$1.26M Buy
+9,661
New +$1.38M 0.58% 21

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

True Wealth Design's AAPL Position: Q3 2026 in Review

True Wealth Design increased its Apple (AAPL) stake by 3.8% in Q3 2026, buying an estimated $113K and bringing the position to 9,528 shares worth $3.17M. The position accounts for 0.75% of the portfolio, ranked #14.

True Wealth Design first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 1,212 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • True Wealth Design held 9,528 shares of Apple worth $3.17M as of Q3 2026.
  • True Wealth Design bought 351 Apple shares in Q3 2026, an estimated $113K.
  • Apple made up 0.75% of True Wealth Design's portfolio in Q3 2026, its #14 holding.
  • True Wealth Design first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.