USAdvisors Wealth Management
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USAdvisors Wealth Management’s Apple AAPL Stock Holding History

USAdvisors 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 		$982K Sell
2,950
-434
-13% -$139K 0.28% 68
2026
Q2 		$979K Sell
3,384
-3
-0.1% -$858 0.28% 69
2026
Q1 		$835K Sell
3,387
-131
-4% -$34.1K 0.28% 70
2025
Q4 		$956K Buy
3,518
+70
+2% +$18.8K 0.32% 64
2025
Q3 		$878K Buy
3,448
+96
+3% +$21.7K 0.3% 65
2025
Q2 		$688K Sell
3,352
-572
-15% -$116K 0.26% 69
2025
Q1 		$871K Buy
3,924
+131
+3% +$30.3K 0.3% 67
2024
Q4 		$950K Sell
3,793
-339
-8% -$79.9K 0.31% 68
2024
Q3 		$941K Sell
4,132
-497
-11% -$111K 0.33% 67
2024
Q2 		$975K Buy
4,629
+132
+3% +$24.6K 0.34% 59
2024
Q1 		$779K Sell
4,497
-148
-3% -$26.9K 0.29% 73
2023
Q4 		$894K Sell
4,645
-452
-9% -$83.5K 0.37% 64
2023
Q3 		$872K Buy
5,097
+855
+20% +$157K 0.39% 62
2023
Q2 		$818K Sell
4,242
-565
-12% -$98.5K 0.39% 66
2023
Q1 		$793K Buy
4,807
+327
+7% +$48.2K 0.38% 66
2022
Q4 		$582K Sell
4,480
-506
-10% -$72.3K 0.28% 73
2022
Q3 		$689K Sell
4,986
-228
-4% -$35.8K 0.35% 67
2022
Q2 		$713K Sell
5,214
-929
-15% -$141K 0.36% 65
2022
Q1 		$1.07M Sell
6,143
-411
-6% -$69.1K 0.46% 57
2021
Q4 		$1.16M Buy
6,554
+230
+4% +$36.3K 0.47% 46
2021
Q3 		$895K Buy
6,324
+94
+2% +$13.8K 0.39% 57
2021
Q2 		$853K Buy
6,230
+155
+3% +$20.1K 0.46% 52
2021
Q1 		$742K Buy
6,075
+2,445
+67% +$314K 0.36% 58
2020
Q4 		$481K Buy
3,630
+216
+6% +$26K 0.23% 61
2020
Q3 		$388K Buy
3,414
+202
+6% +$22K 0.06% 54
2020
Q2 		$293K Buy
3,212
+48
+2% +$3.72K 0.16% 60
2020
Q1 		$201K Buy
+3,164
New +$233K 0.12% 68
2018
Q3 		– Sell
-9,028
Closed -$417K – 66
2018
Q2 		$417K Sell
9,028
-3,608
-29% -$164K 0.32% 39
2018
Q1 		$529K Sell
12,636
-2,036
-14% -$87.6K 0.42% 31
2017
Q4 		$621K Buy
+14,672
New +$613K 0.53% 21

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

USAdvisors Wealth Management's AAPL Position: Q3 2026 in Review

USAdvisors Wealth Management reduced its Apple (AAPL) stake by 13% in Q3 2026, selling an estimated $139K and leaving 2,950 shares worth $982K. The position accounts for 0.28% of the portfolio, ranked #68.

USAdvisors Wealth Management first reported a position in AAPL in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.16M in Q4 2021. 3,218 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • USAdvisors Wealth Management held 2,950 shares of Apple worth $982K as of Q3 2026.
  • USAdvisors Wealth Management sold 434 Apple shares in Q3 2026, an estimated $139K.
  • Apple made up 0.28% of USAdvisors Wealth Management's portfolio in Q3 2026, its #68 holding.
  • USAdvisors Wealth Management first reported a position in Apple in Q4 2017 and has held it in 30 quarters since.
  • USAdvisors Wealth Management's Apple position peaked at $1.16M in Q4 2021.
  • 3,218 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.