UAG
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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
Q2 		$25.5M Buy
88,092
+296
+0.3% +$84.7K 2.69% 2
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Advisor Group's AAPL Position: Q2 2026 in Review

United Advisor Group increased its Apple (AAPL) stake by 0.34% in Q2 2026, buying an estimated $84.7K and bringing the position to 88,092 shares worth $25.5M. The position accounts for 2.69% of the portfolio, ranked #2.

United Advisor Group first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • United Advisor Group held 88,092 shares of Apple worth $25.5M as of Q2 2026.
  • United Advisor Group bought 296 Apple shares in Q2 2026, an estimated $84.7K.
  • Apple made up 2.69% of United Advisor Group's portfolio in Q2 2026, its #2 holding.
  • United Advisor Group first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.