ULWM
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Upper Left Wealth Management’s Apple AAPL Stock Holding History

Upper Left Wealth Management’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 		$267K Hold
803
– – 0.14% 62
2026
Q2 		$232K Hold
803
– – 0.13% 73
2026
Q1 		$204K Buy
+803
New +$209K 0.12% 68

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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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

Upper Left Wealth Management's AAPL Position: Q3 2026 in Review

Upper Left Wealth Management held its Apple (AAPL) position steady in Q3 2026 at 803 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #62.

Upper Left Wealth Management first reported a position in AAPL in Q1 2026 and has held it in 3 quarters since. 1,505 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Upper Left Wealth Management held 803 shares of Apple worth $267K as of Q3 2026.
  • Upper Left Wealth Management left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.14% of Upper Left Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Upper Left Wealth Management first reported a position in Apple in Q1 2026 and has held it in 3 quarters since.
  • 1,505 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.