United Advisor Group’s Apple AAPL Stock Holding History

United Advisor Group’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 Q1	$22.3M	Buy	87,796 +356	+0.4%	+$92.6K	2.75%	2
2025 Q4	$23.8M	Sell	87,440 -1,681	-2%	-$451K	2.96%	2
2025 Q3	$22.7M	Buy	89,121 +18,929	+27%	+$4.28M	3.05%	2
2025 Q2	$14.4M	Buy	70,192 +4,744	+7%	+$958K	2.49%	2
2025 Q1	$14.5M	Sell	65,448 -3,537	-5%	-$819K	2.98%	2
2024 Q4	$17.3M	Buy	68,985 +1,372	+2%	+$323K	3.42%	1
2024 Q3	$15.8M	Buy	67,613 +16,684	+33%	+$3.73M	3.56%	1
2024 Q2	$10.7M	Buy	50,929 +2,022	+4%	+$377K	3.33%	2
2024 Q1	$8.39M	Buy	+48,907	New	+$8.89M	3.15%	3

Other funds holding AAPL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

United Advisor Group's AAPL Position: Q1 2026 in Review

United Advisor Group increased its Apple (AAPL) stake by 0.41% in Q1 2026, buying an estimated $92.6K and bringing the position to 87,796 shares worth $22.3M. The position accounts for 2.75% of the portfolio, ranked #2.

United Advisor Group first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $23.8M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

United Advisor Group held 87,796 shares of Apple worth $22.3M as of Q1 2026.
United Advisor Group bought 356 Apple shares in Q1 2026, an estimated $92.6K.
Apple made up 2.75% of United Advisor Group's portfolio in Q1 2026, its #2 holding.
United Advisor Group first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Apple position peaked at $23.8M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.