Curated Wealth Partners 13F: Cuts Apple (AAPL) Stake by $199M

Curated Wealth Partners reduced its investment in Apple Inc. ticker AAPL on the NasdaqGS, cutting its stake by 87.1% during the period. According to a Form 13F filed with the Securities and Exchange Commission on October 15, 2026, the firm sold 596,716 shares. The fund ended the quarter with 88,652 shares valued at about $29.5 million. Keep in mind that 13F filings are backward-looking, showing portfolio choices from the end of the quarter that may no longer reflect current holdings.

What Changed in Curated Wealth Partners's Apple Inc. Position

The fund made a sharp reduction in its tech holdings, parting with the vast majority of its shares in the iPhone maker. The move lowered its stake from 685,368 shares down to 88,652 shares. This adjustment reflects a major pullback by the wealth manager during the period, bringing the reported value of the remaining holding to $29,522,889.

Other Institutional Activity in Apple Inc.

BlackRock Inc. grew its holdings by 18,314,912 shares, ending with 1,162,996,939 shares worth about $399.4 billion. Vanguard Capital Management LLC added 5,246,239 shares for a total of 959,107,911 shares valued at $329.4 billion. State Street Corporation lifted its stake by 12,770,030 shares to reach 615,129,929 shares worth $211.3 billion. Geode Capital Management, LLC raised its position by 2,727,705 shares, finishing with 371,336,543 shares worth $127.5 billion. Vanguard Portfolio Management LLC grew its stake by 2,684,620 shares to hold 334,119,156 shares valued at $114.8 billion.

Apple Inc. Stock Holds Steady

Apple shares recently traded around $343.01 as of October 16, 2026. That puts the stock just 1.5% below its 52-week high of $348.15, while maintaining a strong gain above its 52-week low of $243.42.

Recent Earnings

Apple generated trailing-twelve-month revenue of $466.8 billion alongside a trailing earnings per share of $8.72. The company posted a net profit margin of 27.6% and a return on equity of 148.8%, with year-over-year revenue growing 16.4%. The company's next earnings report is scheduled for November 2, 2026.

Dividend

Apple pays an annual dividend with a dividend yield of 0.32% and a payout ratio of 12.0%.

Insider Buying and Selling at Apple Inc.

Company insiders executed several sales ahead of the filing. Deirdre O'Brien sold 46,389 shares on October 2, 2026, for a total value of $15.5 million. John Ternus sold 25,412 shares on the same day for $8.5 million. Timothy D. Cook sold 191,753 shares on October 2, 2026, for $63.8 million. Jennifer Newstead sold 2,399 shares on October 6, 2026, at an average price of $332.01 for a total of $796,492.

Analysts Set New Price Targets

Wall Street firms updated their views on Apple ahead of the filing. On September 23, 2026, B of A Securities reiterated its buy rating with a $370.00 price target. Morgan Stanley reiterated its overweight rating with a $360.00 target on September 29, 2026, and later maintained the overweight rating while adjusting its target to $355.00 on October 1. Needham reiterated a hold rating on October 1, and JP Morgan maintained an overweight rating with a $360.00 target on October 12, 2026. Overall, the stock carries a consensus buy rating from analysts with a mean price target of $329.38 across 39 analyst opinions.

About Apple Inc.

Apple designs and builds popular consumer electronics and software, including the iPhone, Mac computers, iPad, and various wearables like the Apple Watch and AirPods. As one of the largest technology firms globally, its shares frequently anchor institutional portfolios and broad market indexes.

Bottom Line

Investors will look toward Apple's upcoming earnings report on November 2, 2026, for fresh details on revenue and profitability. Because 13F filings are historical snapshots, further reports will show whether other funds follow Curated Wealth Partners in trimming exposure to the tech giant.