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Unified Investment Management’s Apple AAPL Stock Holding History

Unified Investment Management’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
2026
Q3 		$2.24M Sell
6,724
-58
-0.9% -$18.6K 1.97% 7
2026
Q2 		$1.96M Sell
6,782
-324
-5% -$92.7K 1.81% 11
2026
Q1 		$1.8M Sell
7,106
-27
-0.4% -$7.03K 1.84% 8
2025
Q4 		$1.94M Sell
7,133
-26
-0.4% -$6.98K 1.94% 9
2025
Q3 		$1.82M Sell
7,159
-25
-0.3% -$5.65K 1.82% 10
2025
Q2 		$1.47M Buy
7,184
+228
+3% +$46K 1.58% 15
2025
Q1 		$1.55M Sell
6,956
-1,211
-15% -$281K 1.83% 8
2024
Q4 		$2.05M Buy
+8,167
New +$1.92M 2.32% 7

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Unified Investment Management's AAPL Position: Q3 2026 in Review

Unified Investment Management reduced its Apple (AAPL) stake by 0.86% in Q3 2026, selling an estimated $18.6K and leaving 6,724 shares worth $2.24M. The position accounts for 1.97% of the portfolio, ranked #7.

Unified Investment Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Unified Investment Management held 6,724 shares of Apple worth $2.24M as of Q3 2026.
  • Unified Investment Management sold 58 Apple shares in Q3 2026, an estimated $18.6K.
  • Apple made up 1.97% of Unified Investment Management's portfolio in Q3 2026, its #7 holding.
  • Unified Investment Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.