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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
Q3 		– Sell
-74,000
Closed -$279K – 275
2025
Q2 		$279K Buy
+74,000
New +$14.9M 0.01% 288
2024
Q2 		– Sell
-50,000
Closed -$169K – 538
2024
Q1 		$169K Buy
+50,000
New +$9.09M ﹤0.01% 407
2018
Q4 		– Sell
-240,000
Closed -$687K – 229
2018
Q3 		$687K Buy
+240,000
New +$12.5M 0.02% 219

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.