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
2024 Q2	–	Sell	-50,000	Closed	-$220K	–	539
2024 Q1	$220K	Buy	+50,000	New	+$9.09M	0.01%	392
2022 Q4	–	Sell	-100,000	Closed	-$1.28M	–	754
2022 Q3	$1.28M	Sell	100,000 -50,000	-33%	-$7.85M	0.01%	715
2022 Q2	$521K	Buy	+150,000	New	+$22.7M	0.01%	810
2018 Q4	–	Sell	-60,000	Closed	-$3K	–	231
2018 Q3	$3K	Buy	+60,000	New	+$3.12M	﹤0.01%	276
2017 Q4	–	Sell	-90,800	Closed	-$25K	–	289
2017 Q3	$25K	Buy	+90,800	New	+$3.52M	﹤0.01%	329
2014 Q4	–	Sell	-200,000	Closed	-$72K	–	628
2014 Q3	$72K	Buy	+200,000	New	+$4.91M	﹤0.01%	429

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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.