Wealth Forward LLC
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Wealth Forward LLC’s Apple AAPL Stock Holding History

Wealth Forward LLC’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 		$4.44M Buy
13,327
+35
+0.3% +$11.2K 2.01% 16
2026
Q2 		$3.85M Buy
13,292
+24
+0.2% +$6.86K 1.92% 15
2026
Q1 		$3.37M Sell
13,268
-114
-0.9% -$29.7K 1.9% 15
2025
Q4 		$3.64M Buy
13,382
+252
+2% +$67.6K 2.06% 15
2025
Q3 		$3.34M Buy
13,130
+264
+2% +$59.6K 1.94% 15
2025
Q2 		$2.64M Buy
12,866
+491
+4% +$99.2K 1.77% 11
2025
Q1 		$2.75M Buy
12,375
+11
+0.1% +$2.55K 1.96% 11
2024
Q4 		$3.1M Sell
12,364
-219
-2% -$51.6K 2.18% 11
2024
Q3 		$2.93M Buy
12,583
+901
+8% +$201K 2.06% 11
2024
Q2 		$2.46M Sell
11,682
-55
-0.5% -$10.3K 1.92% 11
2024
Q1 		$2.01M Sell
11,737
-112
-0.9% -$20.4K 1.58% 11
2023
Q4 		$2.28M Buy
+11,849
New +$2.19M 1.93% 11

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

Wealth Forward LLC's AAPL Position: Q3 2026 in Review

Wealth Forward LLC increased its Apple (AAPL) stake by 0.26% in Q3 2026, buying an estimated $11.2K and bringing the position to 13,327 shares worth $4.44M. The position accounts for 2.01% of the portfolio, ranked #16.

Wealth Forward LLC first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,196 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Wealth Forward LLC held 13,327 shares of Apple worth $4.44M as of Q3 2026.
  • Wealth Forward LLC bought 35 Apple shares in Q3 2026, an estimated $11.2K.
  • Apple made up 2.01% of Wealth Forward LLC's portfolio in Q3 2026, its #16 holding.
  • Wealth Forward LLC first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,196 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.