XY Planning Network
AAPL icon

XY Planning Network’s Apple AAPL Stock Holding History

XY Planning Network’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 		$7.9M Buy
23,712
+5,099
+27% +$1.64M 0.85% 31
2026
Q2 		$5.39M Sell
18,613
-5,553
-23% -$1.59M 0.68% 34
2026
Q1 		$6.18M Sell
24,166
-1,384
-5% -$360K 0.99% 25
2025
Q4 		$6.95M Buy
25,550
+8,495
+50% +$2.28M 1.21% 20
2025
Q3 		$3.5M Hold
17,055
– – 1.19% 22
2025
Q2 		$3.5M Buy
17,055
+11,757
+222% +$2.37M 1.19% 22
2025
Q1 		$1.18M Buy
5,298
+922
+21% +$214K 0.79% 37
2024
Q4 		$1.1M Buy
+4,376
New +$1.03M 0.82% 38

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

XY Planning Network's AAPL Position: Q3 2026 in Review

XY Planning Network increased its Apple (AAPL) stake by 27% in Q3 2026, buying an estimated $1.64M and bringing the position to 23,712 shares worth $7.9M. The position accounts for 0.85% of the portfolio, ranked #31.

XY Planning Network first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • XY Planning Network held 23,712 shares of Apple worth $7.9M as of Q3 2026.
  • XY Planning Network bought 5,099 Apple shares in Q3 2026, an estimated $1.64M.
  • Apple made up 0.85% of XY Planning Network's portfolio in Q3 2026, its #31 holding.
  • XY Planning Network first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.