United Asset Strategies’s Apple AAPL Stock Holding History

United Asset 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 Q2	$82.5M	Buy	285,208 +58,266	+26%	+$16.7M	5.83%	2
2026 Q1	$57.6M	Sell	226,942 -2,986	-1%	-$777K	4.58%	3
2025 Q4	$62.5M	Buy	229,928 +1,278	+0.6%	+$343K	4.83%	3
2025 Q3	$58.2M	Buy	228,650 +3,128	+1%	+$707K	4.67%	2
2025 Q2	$46.3M	Buy	225,522 +43,406	+24%	+$8.77M	3.95%	4
2025 Q1	$40.5M	Buy	182,116 +7,880	+5%	+$1.83M	3.76%	1
2024 Q4	$43.6M	Sell	174,236 -11,407	-6%	-$2.69M	4%	2
2024 Q3	$43.3M	Buy	185,643 +25,001	+16%	+$5.58M	4.03%	2
2024 Q2	$33.8M	Buy	160,642 +9,272	+6%	+$1.73M	3.34%	5
2024 Q1	$26M	Sell	151,370 -4,666	-3%	-$848K	2.59%	6
2023 Q4	$30M	Buy	156,036 +9,795	+7%	+$1.81M	3.37%	3
2023 Q3	$25M	Buy	146,241 +440	+0.3%	+$80.7K	3.24%	3
2023 Q2	$28.3M	Buy	145,801 +74	+0.1%	+$12.9K	3.53%	3
2023 Q1	$24M	Buy	145,727 +204	+0.1%	+$30.1K	3.17%	3
2022 Q4	$18.9M	Buy	145,523 +2,421	+2%	+$346K	2.64%	3
2022 Q3	$19.8M	Buy	143,102 +1,090	+0.8%	+$171K	3.04%	4
2022 Q2	$19.4M	Buy	142,012 +4,423	+3%	+$670K	2.83%	4
2022 Q1	$24M	Buy	137,589 +9,870	+8%	+$1.66M	3.06%	4
2021 Q4	$22.7M	Buy	127,719 +2,100	+2%	+$332K	2.7%	4
2021 Q3	$17.8M	Sell	125,619 -1,145	-0.9%	-$169K	2.29%	7
2021 Q2	$17.4M	Buy	126,764 +2,542	+2%	+$329K	2.31%	4
2021 Q1	$15.2M	Buy	124,222 +4,250	+4%	+$546K	2.2%	6
2020 Q4	$15.9M	Buy	119,972 +1,345	+1%	+$162K	2.5%	5
2020 Q3	$13.7M	Sell	118,627 -15,797	-12%	-$1.72M	2.53%	4
2020 Q2	$12.3M	Buy	134,424 +2,556	+2%	+$198K	2.42%	6
2020 Q1	$8.38M	Sell	131,868 -56,552	-30%	-$4.16M	2.08%	10
2019 Q4	$13.8M	Sell	188,420 -14,724	-7%	-$947K	2.69%	3
2019 Q3	$11.4M	Buy	203,144 +13,244	+7%	+$692K	2.49%	4
2019 Q2	$9.4M	Sell	189,900 -5,084	-3%	-$248K	2.16%	9
2019 Q1	$9.26M	Sell	194,984 -920	-0.5%	-$39K	2.18%	9
2018 Q4	$7.72M	Buy	195,904 +7,748	+4%	+$376K	2.11%	10
2018 Q3	$10.6M	Buy	188,156 +824	+0.4%	+$42.9K	2.5%	5
2018 Q2	$8.67M	Sell	187,332 -2,656	-1%	-$120K	2.29%	6
2018 Q1	$7.97M	Sell	189,988 -92	-0%	-$3.96K	2.35%	6
2017 Q4	$8.04M	Buy	190,080 +8,368	+5%	+$350K	2.16%	10
2017 Q3	$7M	Sell	181,712 -34,732	-16%	-$1.35M	3.97%	2
2017 Q2	$7.79M	Sell	216,444 -117,984	-35%	-$4.36M	2.31%	8
2017 Q1	$12M	Sell	334,428 -136,192	-29%	-$4.48M	3.66%	3
2016 Q4	$13.6M	Buy	470,620 +132,556	+39%	+$3.76M	4.44%	2
2016 Q3	$9.55M	Buy	338,064 +4,408	+1%	+$117K	3.35%	3
2016 Q2	$7.97M	Buy	333,656 +58,784	+21%	+$1.46M	2.99%	4
2016 Q1	$7.49M	Buy	274,872 +208,508	+314%	+$5.19M	3.34%	3
2015 Q4	$1.75M	Sell	66,364 -56,768	-46%	-$1.62M	0.76%	42
2015 Q3	$3.38M	Buy	123,132 +9,052	+8%	+$265K	1.56%	25
2015 Q2	$3.58M	Buy	114,080 +656	+0.6%	+$21K	1.6%	20
2015 Q1	$3.55M	Buy	113,424 +5,396	+5%	+$163K	1.65%	22
2014 Q4	$2.98M	Sell	108,028 -724	-0.7%	-$19.7K	1.27%	31
2014 Q3	$2.74M	Buy	108,752 +3,164	+3%	+$77.7K	1.23%	32
2014 Q2	$2.45M	Buy	105,588 +3,892	+4%	+$82.8K	1.19%	34
2014 Q1	$1.95M	Buy	101,696 +84,000	+475%	+$1.6M	1.1%	32
2013 Q4	$354K	Sell	17,696 -196	-1%	-$3.7K	0.24%	72
2013 Q3	$305K	Sell	17,892 -142,296	-89%	-$2.36M	0.19%	80
2013 Q2	$2.27M	Buy	+160,188	New	+$2.46M	1.5%	24

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

United Asset Strategies's AAPL Position: Q2 2026 in Review

United Asset Strategies increased its Apple (AAPL) stake by 26% in Q2 2026, buying an estimated $16.7M and bringing the position to 285,208 shares worth $82.5M. The position accounts for 5.83% of the portfolio, ranked #2.

United Asset Strategies first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

United Asset Strategies held 285,208 shares of Apple worth $82.5M as of Q2 2026.
United Asset Strategies bought 58,266 Apple shares in Q2 2026, an estimated $16.7M.
Apple made up 5.83% of United Asset Strategies's portfolio in Q2 2026, its #2 holding.
United Asset Strategies first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.