Wise Wealth Partners
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Wise Wealth Partners’s Apple AAPL Stock Holding History

Wise Wealth Partners’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 		$223K Buy
+670
New +$215K 0.41% 37
2026
Q2 		– Sell
-1,598
Closed -$406K – 44
2026
Q1 		$406K Sell
1,598
-144
-8% -$37.5K 0.55% 40
2025
Q4 		$474K Buy
1,742
+144
+9% +$38.7K 0.68% 35
2025
Q3 		$407K Hold
1,598
– – 0.62% 40
2025
Q2 		$328K Buy
1,598
+1
+0.1% +$202 0.55% 43
2025
Q1 		$355K Buy
1,597
+2
+0.1% +$463 0.85% 30
2024
Q4 		$400K Buy
+1,595
New +$376K 0.99% 23

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Wise Wealth Partners's AAPL Position: Q3 2026 in Review

Wise Wealth Partners opened a new position in Apple (AAPL) in Q3 2026: 670 shares worth $223K. The stake represents 0.41% of the portfolio and ranks #37 among its holdings. This is a return to the name: Wise Wealth Partners previously reported a position in AAPL as recently as Q1 2026.

Wise Wealth Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $474K in Q4 2025. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Wise Wealth Partners held 670 shares of Apple worth $223K as of Q3 2026.
  • Apple was a new Wise Wealth Partners position in Q3 2026.
  • Apple made up 0.41% of Wise Wealth Partners's portfolio in Q3 2026, its #37 holding.
  • Wise Wealth Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Wise Wealth Partners's Apple position peaked at $474K in Q4 2025.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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