Vericrest Private Wealth
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Vericrest Private Wealth’s Apple AAPL Stock Holding History

Vericrest Private 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 		$1.48M Sell
4,434
-261
-6% -$83.8K 1.32% 16
2026
Q2 		$1.36M Sell
4,695
-19,575
-81% -$5.6M 1.21% 19
2026
Q1 		$6.16M Sell
24,270
-210
-0.9% -$54.7K 5.52% 4
2025
Q4 		$6.66M Buy
+24,480
New +$6.57M 5.91% 4
2022
Q2 		$3.97M Buy
29,058
+364
+1% +$55.1K 4.87% 4
2022
Q1 		$5.01M Sell
28,694
-476
-2% -$80K 5.21% 4
2021
Q4 		$5.18M Buy
+29,170
New +$4.61M 4.8% 4

Other funds holding AAPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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

Vericrest Private Wealth's AAPL Position: Q3 2026 in Review

Vericrest Private Wealth reduced its Apple (AAPL) stake by 5.6% in Q3 2026, selling an estimated $83.8K and leaving 4,434 shares worth $1.48M. The position accounts for 1.32% of the portfolio, ranked #16.

Vericrest Private Wealth first reported a position in AAPL in Q4 2021 and has held it in 7 quarters since. The position peaked at $6.66M in Q4 2025. 3,506 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Vericrest Private Wealth held 4,434 shares of Apple worth $1.48M as of Q3 2026.
  • Vericrest Private Wealth sold 261 Apple shares in Q3 2026, an estimated $83.8K.
  • Apple made up 1.32% of Vericrest Private Wealth's portfolio in Q3 2026, its #16 holding.
  • Vericrest Private Wealth first reported a position in Apple in Q4 2021 and has held it in 7 quarters since.
  • Vericrest Private Wealth's Apple position peaked at $6.66M in Q4 2025.
  • 3,506 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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