Wealth Advisory Solutions
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Wealth Advisory Solutions’s Apple AAPL Stock Holding History

Wealth Advisory Solutions’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 		$16.4M Sell
49,134
-290
-0.6% -$93.1K 3.38% 7
2026
Q2 		$14.3M Sell
49,424
-3,100
-6% -$887K 2.94% 8
2026
Q1 		$13.3M Sell
52,524
-992
-2% -$258K 2.97% 8
2025
Q4 		$14.5M Sell
53,516
-416
-0.8% -$112K 3.39% 6
2025
Q3 		$13.7M Sell
53,932
-298
-0.5% -$67.3K 3.33% 6
2025
Q2 		$11.1M Buy
54,230
+36
+0.1% +$7.27K 2.82% 8
2025
Q1 		$12M Sell
54,194
-12,320
-19% -$2.85M 3.19% 6
2024
Q4 		$16.7M Buy
66,514
+1,399
+2% +$330K 4.67% 5
2024
Q3 		$15.2M Sell
65,115
-9,141
-12% -$2.04M 4.18% 5
2024
Q2 		$15.6M Buy
74,256
+21
+0% +$3.92K 4.24% 5
2024
Q1 		$12.7M Sell
74,235
-2,507
-3% -$456K 3.3% 7
2023
Q4 		$14.8M Sell
76,742
-949
-1% -$175K 5.16% 4
2023
Q3 		$13.3M Sell
77,691
-7,393
-9% -$1.36M 2.61% 9
2023
Q2 		$16.5M Sell
85,084
-241
-0.3% -$42K 4.39% 5
2023
Q1 		$14.1M Buy
85,325
+29
+0% +$4.28K 3.74% 5
2022
Q4 		$11.1M Buy
85,296
+30,233
+55% +$4.32M 2.98% 7
2022
Q3 		$7.61M Buy
55,063
+1,049
+2% +$165K 2.1% 11
2022
Q2 		$7.38M Sell
54,014
-5,834
-10% -$883K 1.82% 14
2022
Q1 		$10.4M Buy
+59,848
New +$10.1M 2.17% 8
2021
Q3 		$9.32M Buy
65,861
+582
+0.9% +$85.7K 2.07% 7
2021
Q2 		$8.94M Sell
65,279
-173,102
-73% -$22.4M 2.12% 7
2021
Q1 		$28.9M Buy
238,381
+181,178
+317% +$23.3M 6.01% 2
2020
Q4 		$7.59M Sell
57,203
-7,428
-11% -$893K 2.06% 11
2020
Q3 		$7.48M Sell
64,631
-41,529
-39% -$4.53M 1.99% 8
2020
Q2 		$9.7M Sell
106,160
-4,824
-4% -$374K 2.7% 4
2020
Q1 		$7.06M Sell
110,984
-16,008
-13% -$1.18M 2.4% 5
2019
Q4 		$9.32M Buy
+126,992
New +$8.17M 2.46% 6

Other funds holding AAPL

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Wealth Advisory Solutions's AAPL Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Apple (AAPL) stake by 0.59% in Q3 2026, selling an estimated $93.1K and leaving 49,134 shares worth $16.4M. The position accounts for 3.38% of the portfolio, ranked #7.

Wealth Advisory Solutions first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.9M in Q1 2021. 1,871 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Wealth Advisory Solutions held 49,134 shares of Apple worth $16.4M as of Q3 2026.
  • Wealth Advisory Solutions sold 290 Apple shares in Q3 2026, an estimated $93.1K.
  • Apple made up 3.38% of Wealth Advisory Solutions's portfolio in Q3 2026, its #7 holding.
  • Wealth Advisory Solutions first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Wealth Advisory Solutions's Apple position peaked at $28.9M in Q1 2021.
  • 1,871 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.