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UBS O'Connor’s Apple AAPL Stock Holding History

UBS O'Connor’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
2025
Q2 		– Sell
-10,000
Closed -$2.02M – 369
2025
Q1 		$2.22M Sell
10,000
-15,180
-60% -$3.52M 0.05% 119
2024
Q4 		$6.31M Buy
25,180
+13,714
+120% +$3.23M 0.16% 77
2024
Q3 		$2.67M Sell
11,466
-61,440
-84% -$13.7M 0.07% 143
2024
Q2 		$15.4M Buy
72,906
+37,906
+108% +$7.07M 0.43% 31
2024
Q1 		$6M Buy
+35,000
New +$6.36M 0.17% 75
2018
Q4 		– Sell
-599,776
Closed -$33.8M – 230
2018
Q3 		$33.8M Buy
599,776
+302,388
+102% +$15.7M 0.78% 28
2018
Q2 		$13.8M Sell
297,388
-75,004
-20% -$3.4M 0.28% 61
2018
Q1 		$15.6M Buy
372,392
+273,540
+277% +$11.8M 0.3% 50
2017
Q4 		$4.18M Buy
98,852
+18,852
+24% +$788K 0.07% 167
2017
Q3 		$3.08M Sell
80,000
-272,232
-77% -$10.6M 0.04% 228
2017
Q2 		$12.7M Buy
352,232
+83,804
+31% +$3.1M 0.21% 115
2017
Q1 		$9.64M Sell
268,428
-1,003,472
-79% -$33M 0.16% 140
2016
Q4 		$36.8M Sell
1,271,900
-127,288
-9% -$3.61M 0.71% 29
2016
Q3 		$39.5M Buy
1,399,188
+467,580
+50% +$12.4M 0.59% 35
2016
Q2 		$22.3M Buy
931,608
+206,488
+28% +$5.13M 0.48% 55
2016
Q1 		$19.8M Buy
725,120
+475,224
+190% +$11.8M 0.2% 134
2015
Q4 		$6.58M Sell
249,896
-791,912
-76% -$22.6M 0.06% 225
2015
Q3 		$28.7M Sell
1,041,808
-24,736
-2% -$725K 0.27% 97
2015
Q2 		$33.4M Buy
1,066,544
+958,944
+891% +$30.7M 0.28% 106
2015
Q1 		$3.35M Sell
107,600
-677,772
-86% -$20.5M 0.03% 331
2014
Q4 		$21.7M Buy
785,372
+326,608
+71% +$8.89M 0.38% 72
2014
Q3 		$11.6M Sell
458,764
-401,140
-47% -$9.84M 0.2% 146
2014
Q2 		$20M Buy
859,904
+494,112
+135% +$10.5M 0.13% 79
2014
Q1 		$7.01M Buy
+365,792
New +$6.96M 0.13% 207
2013
Q4 		– Sell
-349,384
Closed -$5.95M – 401
2013
Q3 		$5.95M Buy
+349,384
New +$5.79M 0.12% 192

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS O'Connor's AAPL Position: Q2 2025 in Review

UBS O'Connor sold out of Apple (AAPL) in Q2 2025, closing a stake of 10,000 shares — an estimated $2.02M sold.

UBS O'Connor first reported a position in AAPL in Q3 2013 and held it in 25 quarters. The position peaked at $39.5M in Q3 2016. 5,593 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • UBS O'Connor reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
  • UBS O'Connor sold 10,000 Apple shares in Q2 2025, an estimated $2.02M.
  • UBS O'Connor first reported a position in Apple in Q3 2013 and held it in 25 quarters.
  • UBS O'Connor's Apple position peaked at $39.5M in Q3 2016.
  • 5,593 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on UBS O'Connor's 13F filing for Q2 2025, filed 14 Aug 2025.