Unique Wealth
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Unique Wealth’s Apple AAPL Stock Holding History

Unique Wealth’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 		$6.33M Buy
19,000
+651
+4% +$209K 0.72% 29
2026
Q2 		$5.31M Sell
18,349
-485
-3% -$139K 0.62% 41
2026
Q1 		$4.78M Sell
18,834
-2,555
-12% -$665K 0.66% 36
2025
Q4 		$5.81M Sell
21,389
-304
-1% -$81.6K 0.81% 33
2025
Q3 		$5.52M Sell
21,693
-324
-1% -$73.2K 0.81% 35
2025
Q2 		$4.52M Buy
22,017
+143
+0.7% +$28.9K 0.73% 36
2025
Q1 		$4.86M Sell
21,874
-1,723
-7% -$399K 0.92% 29
2024
Q4 		$5.91M Buy
23,597
+2,093
+10% +$493K 1.23% 16
2024
Q3 		$5.01M Buy
21,504
+1,951
+10% +$436K 1.15% 18
2024
Q2 		$4.12M Buy
19,553
+1,526
+8% +$285K 1.08% 20
2024
Q1 		$3.09M Buy
18,027
+1,016
+6% +$185K 0.87% 22
2023
Q4 		$3.28M Buy
17,011
+1,755
+12% +$324K 1.06% 17
2023
Q3 		$2.61M Buy
15,256
+2,067
+16% +$379K 1.09% 18
2023
Q2 		$2.56M Buy
13,189
+48
+0.4% +$8.36K 1.12% 18
2023
Q1 		$2.17M Buy
13,141
+119
+0.9% +$17.6K 1.05% 16
2022
Q4 		$1.69M Buy
+13,022
New +$1.86M 0.9% 17

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

Unique Wealth's AAPL Position: Q3 2026 in Review

Unique Wealth increased its Apple (AAPL) stake by 3.5% in Q3 2026, buying an estimated $209K and bringing the position to 19,000 shares worth $6.33M. The position accounts for 0.72% of the portfolio, ranked #29.

Unique Wealth first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 2,823 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Unique Wealth held 19,000 shares of Apple worth $6.33M as of Q3 2026.
  • Unique Wealth bought 651 Apple shares in Q3 2026, an estimated $209K.
  • Apple made up 0.72% of Unique Wealth's portfolio in Q3 2026, its #29 holding.
  • Unique Wealth first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 2,823 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.