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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
2021
Q2 		– Sell
-400
Closed -$9K – 205
2021
Q1 		$9K Sell
400
-100
-20% -$12.8K ﹤0.01% 211
2020
Q4 		$15K Buy
500
+100
+25% +$12K ﹤0.01% 197
2020
Q3 		$10K Buy
+400
New +$43.6K ﹤0.01% 189

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 3,658 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.
  • 3,658 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.