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Ulland Investment Advisors’s Apple AAPL Stock Holding History

Ulland Investment 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 		$4.2M Sell
12,615
-136
-1% -$43.7K 2.95% 12
2026
Q2 		$3.69M Sell
12,751
-217
-2% -$62.1K 2.72% 12
2026
Q1 		$3.29M Sell
12,968
-269
-2% -$70K 2.82% 11
2025
Q4 		$3.6M Sell
13,237
-1,409
-10% -$378K 2.88% 12
2025
Q3 		$3.73M Buy
14,646
+182
+1% +$41.1K 2.81% 11
2025
Q2 		$2.97M Sell
14,464
-78
-0.5% -$15.8K 2.27% 12
2025
Q1 		$3.23M Sell
14,542
-20,505
-59% -$4.75M 2.7% 14
2024
Q4 		$8.78M Sell
35,047
-8
-0% -$1.88K 5.6% 6
2024
Q3 		$8.17M Sell
35,055
-332
-0.9% -$74.1K 5.98% 5
2024
Q2 		$7.45M Sell
35,387
-30
-0.1% -$5.6K 5.18% 5
2024
Q1 		$6.07M Buy
35,417
+128
+0.4% +$23.3K 4.85% 7
2023
Q4 		$6.79M Sell
35,289
-1,476
-4% -$273K 6.85% 4
2023
Q3 		$6.3M Buy
36,765
+66
+0.2% +$12.1K 6.92% 4
2023
Q2 		$7.12M Sell
36,699
-43
-0.1% -$7.49K 7.31% 1
2023
Q1 		$6.06M Hold
36,742
– – 7.12% 2
2022
Q4 		$4.77M Sell
36,742
-1,547
-4% -$221K 5.7% 2
2022
Q3 		$5.29M Buy
38,289
+120
+0.3% +$18.8K 5.78% 3
2022
Q2 		$5.22M Sell
38,169
-2,760
-7% -$418K 5.34% 4
2022
Q1 		$7.15M Buy
40,929
+161
+0.4% +$27.1K 5.36% 5
2021
Q4 		$7.24M Buy
+40,768
New +$6.44M 4.62% 6

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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Ulland Investment Advisors's AAPL Position: Q3 2026 in Review

Ulland Investment Advisors reduced its Apple (AAPL) stake by 1.1% in Q3 2026, selling an estimated $43.7K and leaving 12,615 shares worth $4.2M. The position accounts for 2.95% of the portfolio, ranked #12.

Ulland Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.78M in Q4 2024. 1,173 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Ulland Investment Advisors held 12,615 shares of Apple worth $4.2M as of Q3 2026.
  • Ulland Investment Advisors sold 136 Apple shares in Q3 2026, an estimated $43.7K.
  • Apple made up 2.95% of Ulland Investment Advisors's portfolio in Q3 2026, its #12 holding.
  • Ulland Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • Ulland Investment Advisors's Apple position peaked at $8.78M in Q4 2024.
  • 1,173 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Ulland Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.