UG Investment Advisers’s Apple AAPL Stock Holding History

UG Investment Advisers’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 Q4	–	Sell	-17,474	Closed	-$4.45M	–	12
2025 Q3	$4.45M	Buy	+17,474	New	+$3.95M	0.7%	10
2025 Q2	–	Sell	-97,414	Closed	-$21.6M	–	13
2025 Q1	$21.6M	Sell	97,414 -105,249	-52%	-$24.4M	5.93%	5
2024 Q4	$50.8M	Sell	202,663 -27,367	-12%	-$6.45M	19.87%	3
2024 Q3	$53.6M	Buy	230,030 +29,870	+15%	+$6.67M	20.13%	2
2024 Q2	$42.2M	Buy	200,160 +47,165	+31%	+$8.8M	14.29%	3
2024 Q1	$26.2M	Buy	+152,995	New	+$27.8M	8.69%	5
2021 Q1	–	Sell	-93,594	Closed	-$12.4M	–	13
2020 Q4	$12.4M	Buy	+93,594	New	+$11.3M	15.25%	3

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UG Investment Advisers's AAPL Position: Q4 2025 in Review

UG Investment Advisers sold out of Apple (AAPL) in Q4 2025, closing a stake of 17,474 shares — an estimated $4.45M sold.

UG Investment Advisers first reported a position in AAPL in Q4 2020 and held it in 7 quarters. The position peaked at $53.6M in Q3 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

UG Investment Advisers reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
UG Investment Advisers sold 17,474 Apple shares in Q4 2025, an estimated $4.45M.
UG Investment Advisers first reported a position in Apple in Q4 2020 and held it in 7 quarters.
UG Investment Advisers's Apple position peaked at $53.6M in Q3 2024.
6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on UG Investment Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.