Unison Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $731K | Buy |
2,525
+61
| +2% | +$17.4K | 0.05% | 138 |
|
|
2026
Q1 | $625K | Hold |
2,464
| – | – | 0.05% | 156 |
|
|
2025
Q4 | $670K | Hold |
2,464
| – | – | 0.06% | 149 |
|
|
2025
Q3 | $627K | Sell |
2,464
-1,583
| -39% | -$358K | 0.06% | 137 |
|
|
2025
Q2 | $830K | Hold |
4,047
| – | – | 0.09% | 103 |
|
|
2025
Q1 | $899K | Buy |
4,047
+1
| +0% | +$232 | 0.11% | 92 |
|
|
2024
Q4 | $1.01M | Hold |
4,046
| – | – | 0.12% | 84 |
|
|
2024
Q3 | $943K | Hold |
4,046
| – | – | 0.11% | 94 |
|
|
2024
Q2 | $852K | Buy |
4,046
+1
| +0% | +$186 | 0.11% | 99 |
|
|
2024
Q1 | $694K | Buy |
4,045
+1,807
| +81% | +$329K | 0.07% | 120 |
|
|
2023
Q4 | $431K | Buy |
2,238
+1
| +0% | +$185 | 0.05% | 153 |
|
|
2023
Q3 | $383K | Buy |
2,237
+275
| +14% | +$50.4K | 0.05% | 157 |
|
|
2023
Q2 | $381K | Hold |
1,962
| – | – | 0.04% | 164 |
|
|
2023
Q1 | $324K | Hold |
1,962
| – | – | 0.04% | 163 |
|
|
2022
Q4 | $255K | Hold |
1,962
| – | – | 0.03% | 172 |
|
|
2022
Q3 | $271K | Hold |
1,962
| – | – | 0.05% | 170 |
|
|
2022
Q2 | $268K | Hold |
1,962
| – | – | 0.07% | 164 |
|
|
2022
Q1 | $343K | Buy |
1,962
+350
| +22% | +$58.9K | 0.08% | 144 |
|
|
2021
Q4 | $286K | Hold |
1,612
| – | – | 0.07% | 161 |
|
|
2021
Q3 | $228K | Buy |
1,612
+2
| +0.1% | +$294 | 0.06% | 176 |
|
|
2021
Q2 | $220K | Buy |
+1,610
| New | +$209K | 0.04% | 172 |
|
|
2021
Q1 | – | Sell |
-1,700
| Closed | -$226K | – | 181 |
|
|
2020
Q4 | $226K | Buy |
+1,700
| New | +$204K | 0.05% | 177 |
|
|
2020
Q1 | – | Sell |
-41,396
| Closed | -$3.04M | – | 139 |
|
|
2019
Q4 | $3.04M | Buy |
41,396
+24
| +0.1% | +$1.54K | 2.19% | 2 |
|
|
2019
Q3 | $2.32M | Buy |
41,372
+152
| +0.4% | +$7.95K | 1.78% | 3 |
|
|
2019
Q2 | $2.04M | Sell |
41,220
-292
| -0.7% | -$14.2K | 1.54% | 5 |
|
|
2019
Q1 | $1.97M | Buy |
41,512
+196
| +0.5% | +$8.31K | 1.46% | 8 |
|
|
2018
Q4 | $1.63M | Buy |
41,316
+132
| +0.3% | +$6.4K | 1.29% | 12 |
|
|
2018
Q3 | $2.32M | Buy |
41,184
+588
| +1% | +$30.6K | 1.63% | 7 |
|
|
2018
Q2 | $1.88M | Buy |
40,596
+148
| +0.4% | +$6.71K | 1.38% | 9 |
|
|
2018
Q1 | $1.7M | Buy |
40,448
+144
| +0.4% | +$6.2K | 1.27% | 14 |
|
|
2017
Q4 | $1.71M | Buy |
+40,304
| New | +$1.68M | 1.24% | 14 |
|
Other funds holding AAPL
Unison Advisors's AAPL Position: Q2 2026 in Review
Unison Advisors increased its Apple (AAPL) stake by 2.5% in Q2 2026, buying an estimated $17.4K and bringing the position to 2,525 shares worth $731K. The position accounts for 0.05% of the portfolio, ranked #138.
Unison Advisors first reported a position in AAPL in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.04M in Q4 2019. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Unison Advisors held 2,525 shares of Apple worth $731K as of Q2 2026.
- Unison Advisors bought 61 Apple shares in Q2 2026, an estimated $17.4K.
- Apple made up 0.05% of Unison Advisors's portfolio in Q2 2026, its #138 holding.
- Unison Advisors first reported a position in Apple in Q4 2017 and has held it in 31 quarters since.
- Unison Advisors's Apple position peaked at $3.04M in Q4 2019.
- 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.