UL
AAPL icon

Unionview LLC’s Apple AAPL Stock Holding History

Unionview LLC’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
Q4 		$7.57M Buy
30,231
+9,435
+45% +$2.22M 5.55% 7
2024
Q3 		$4.85M Sell
20,796
-86
-0.4% -$19.2K 3.77% 9
2024
Q2 		$4.4M Sell
20,882
-202
-1% -$37.7K 3.59% 9
2024
Q1 		$3.62M Buy
21,084
+66
+0.3% +$12K 2.99% 10
2023
Q4 		$4.05M Sell
21,018
-296
-1% -$54.7K 3.63% 9
2023
Q3 		$3.65M Sell
21,314
-203
-0.9% -$37.2K 3.45% 10
2023
Q2 		$4.17M Sell
21,517
-476
-2% -$82.9K 3.81% 8
2023
Q1 		$3.63M Sell
21,993
-146
-0.7% -$21.5K 3.4% 9
2022
Q4 		$2.88M Buy
22,139
+119
+0.5% +$17K 2.88% 11
2022
Q3 		$3.04M Hold
22,020
– – 3.47% 9
2022
Q2 		$3.01M Sell
22,020
-313
-1% -$47.4K 3.36% 9
2022
Q1 		$3.9M Sell
22,333
-167
-0.7% -$28.1K 3.64% 9
2021
Q4 		$4M Buy
+22,500
New +$3.56M 3.74% 8

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Unionview LLC's AAPL Position: Q4 2024 in Review

Unionview LLC increased its Apple (AAPL) stake by 45% in Q4 2024, buying an estimated $2.22M and bringing the position to 30,231 shares worth $7.57M. The position accounts for 5.55% of the portfolio, ranked #7.

Unionview LLC first reported a position in AAPL in Q4 2021 and has held it in 13 quarters since. 5,654 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Unionview LLC held 30,231 shares of Apple worth $7.57M as of Q4 2024.
  • Unionview LLC bought 9,435 Apple shares in Q4 2024, an estimated $2.22M.
  • Apple made up 5.55% of Unionview LLC's portfolio in Q4 2024, its #7 holding.
  • Unionview LLC first reported a position in Apple in Q4 2021 and has held it in 13 quarters since.
  • 5,654 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.