Unique Wealth Strategies
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Unique Wealth Strategies’s Apple AAPL Stock Holding History

Unique Wealth Strategies’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 		$2.37M Hold
8,180
– – 0.87% 24
2026
Q2 		$2.37M Sell
8,180
-2
-0% -$572 0.86% 24
2026
Q1 		$2.08M Buy
8,182
+697
+9% +$181K 0.84% 23
2025
Q4 		$2.03M Sell
7,485
-97
-1% -$26K 0.79% 25
2025
Q3 		$1.93M Buy
7,582
+326
+4% +$73.6K 0.75% 24
2025
Q2 		$1.49M Buy
7,256
+83
+1% +$16.8K 0.62% 36
2025
Q1 		$1.59M Buy
7,173
+523
+8% +$121K 0.72% 32
2024
Q4 		$1.67M Buy
6,650
+128
+2% +$30.2K 0.72% 32
2024
Q3 		$1.52M Buy
6,522
+594
+10% +$133K 0.64% 37
2024
Q2 		$1.02M Hold
5,928
– – 0.48% 53
2024
Q1 		$1.02M Sell
5,928
-3,409
-37% -$620K 0.5% 53
2023
Q4 		$1.8M Buy
+9,337
New +$1.72M 1.2% 20

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Unique Wealth Strategies's AAPL Position: Q3 2026 in Review

Unique Wealth Strategies held its Apple (AAPL) position steady in Q3 2026 at 8,180 shares worth $2.37M. The position accounts for 0.87% of the portfolio, ranked #24.

Unique Wealth Strategies first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Unique Wealth Strategies held 8,180 shares of Apple worth $2.37M as of Q3 2026.
  • Unique Wealth Strategies left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.87% of Unique Wealth Strategies's portfolio in Q3 2026, its #24 holding.
  • Unique Wealth Strategies first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.