United Capital Financial 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
Q1 | $447M | Sell |
1,762,553
-23,048
| -1% | -$6M | 2.75% | 5 |
|
|
2025
Q4 | $485M | Buy |
1,785,601
+235,663
| +15% | +$63.3M | 2.92% | 4 |
|
|
2025
Q3 | $395M | Buy |
1,549,938
+81,472
| +6% | +$18.4M | 2.83% | 4 |
|
|
2025
Q2 | $301M | Sell |
1,468,466
-1,036
| -0.1% | -$209K | 2.43% | 6 |
|
|
2025
Q1 | $326M | Buy |
1,469,502
+27,402
| +2% | +$6.35M | 2.79% | 5 |
|
|
2024
Q4 | $361M | Sell |
1,442,100
-31,320
| -2% | -$7.38M | 3.05% | 4 |
|
|
2024
Q3 | $343M | Sell |
1,473,420
-44,550
| -3% | -$9.95M | 2.83% | 4 |
|
|
2024
Q2 | $320M | Sell |
1,517,970
-221,523
| -13% | -$41.3M | 2.75% | 4 |
|
|
2024
Q1 | $298M | Sell |
1,739,493
-61,240
| -3% | -$11.1M | 2.46% | 5 |
|
|
2023
Q4 | $347M | Sell |
1,800,733
-358,567
| -17% | -$66.2M | 2.88% | 4 |
|
|
2023
Q3 | $370M | Sell |
2,159,300
-202,671
| -9% | -$37.2M | 2.42% | 5 |
|
|
2023
Q2 | $458M | Sell |
2,361,971
-201,691
| -8% | -$35.1M | 2.5% | 6 |
|
|
2023
Q1 | $423M | Sell |
2,563,662
-962,502
| -27% | -$142M | 2.36% | 7 |
|
|
2022
Q4 | $458M | Sell |
3,526,164
-88,312
| -2% | -$12.6M | 2.57% | 6 |
|
|
2022
Q3 | $500M | Sell |
3,614,476
-421,746
| -10% | -$66.2M | 2.95% | 6 |
|
|
2022
Q2 | $552M | Buy |
4,036,222
+276,974
| +7% | +$41.9M | 3.03% | 6 |
|
|
2022
Q1 | $656M | Sell |
3,759,248
-179,656
| -5% | -$30.2M | 3.19% | 4 |
|
|
2021
Q4 | $699M | Sell |
3,938,904
-119,048
| -3% | -$18.8M | 3.22% | 4 |
|
|
2021
Q3 | $574M | Sell |
4,057,952
-52,436
| -1% | -$7.72M | 2.87% | 6 |
|
|
2021
Q2 | $563M | Sell |
4,110,388
-60,621
| -1% | -$7.85M | 2.84% | 6 |
|
|
2021
Q1 | $509M | Sell |
4,171,009
-223,050
| -5% | -$28.6M | 2.82% | 6 |
|
|
2020
Q4 | $583M | Sell |
4,394,059
-195,961
| -4% | -$23.6M | 3.51% | 2 |
|
|
2020
Q3 | $532M | Sell |
4,590,020
-402,416
| -8% | -$43.9M | 3.47% | 2 |
|
|
2020
Q2 | $455M | Sell |
4,992,436
-258,860
| -5% | -$20.1M | 3.31% | 3 |
|
|
2020
Q1 | $334M | Sell |
5,251,296
-908,040
| -15% | -$66.8M | 2.76% | 3 |
|
|
2019
Q4 | $452M | Sell |
6,159,336
-2,984
| -0% | -$192K | 2.92% | 3 |
|
|
2019
Q3 | $345M | Sell |
6,162,320
-130,128
| -2% | -$6.8M | 2.41% | 5 |
|
|
2019
Q2 | $311M | Buy |
6,292,448
+97,152
| +2% | +$4.73M | 2.04% | 7 |
|
|
2019
Q1 | $294M | Sell |
6,195,296
-235,836
| -4% | -$10M | 2.07% | 7 |
|
|
2018
Q4 | $254M | Buy |
6,431,132
+25,220
| +0.4% | +$1.22M | 2.01% | 8 |
|
|
2018
Q3 | $362M | Sell |
6,405,912
-53,924
| -0.8% | -$2.81M | 2.54% | 3 |
|
|
2018
Q2 | $299M | Sell |
6,459,836
-464,576
| -7% | -$21.1M | 2.23% | 7 |
|
|
2018
Q1 | $290M | Buy |
6,924,412
+815,616
| +13% | +$35.1M | 2.21% | 5 |
|
|
2017
Q4 | $261M | Sell |
6,108,796
-57,760
| -0.9% | -$2.41M | 2.06% | 7 |
|
|
2017
Q3 | $238M | Sell |
6,166,556
-40,468
| -0.7% | -$1.57M | 2.01% | 7 |
|
|
2017
Q2 | $223M | Sell |
6,207,024
-222,836
| -3% | -$8.24M | 2% | 7 |
|
|
2017
Q1 | $231M | Sell |
6,429,860
-149,088
| -2% | -$4.91M | 2.15% | 4 |
|
|
2016
Q4 | $190M | Sell |
6,578,948
-32,612
| -0.5% | -$925K | 1.85% | 8 |
|
|
2016
Q3 | $187M | Sell |
6,611,560
-177,416
| -3% | -$4.7M | 1.81% | 6 |
|
|
2016
Q2 | $163M | Sell |
6,788,976
-9,336
| -0.1% | -$232K | 1.66% | 7 |
|
|
2016
Q1 | $185M | Sell |
6,798,312
-214,528
| -3% | -$5.34M | 2.04% | 5 |
|
|
2015
Q4 | $185M | Sell |
7,012,840
-100,764
| -1% | -$2.88M | 2.12% | 4 |
|
|
2015
Q3 | $196M | Buy |
7,113,604
+677,140
| +11% | +$19.9M | 2.36% | 4 |
|
|
2015
Q2 | $202M | Buy |
6,436,464
+11,816
| +0.2% | +$378K | 2.34% | 3 |
|
|
2015
Q1 | $201M | Buy |
6,424,648
+58,312
| +0.9% | +$1.76M | 2.46% | 1 |
|
|
2014
Q4 | $176M | Buy |
6,366,336
+904,228
| +17% | +$24.6M | 2.63% | 1 |
|
|
2014
Q3 | $138M | Sell |
5,462,108
-104,164
| -2% | -$2.56M | 2.39% | 1 |
|
|
2014
Q2 | $129M | Sell |
5,566,272
-43,752
| -0.8% | -$931K | 2.4% | 1 |
|
|
2014
Q1 | $108M | Buy |
5,610,024
+684,572
| +14% | +$13M | 2.29% | 1 |
|
|
2013
Q4 | $98.7M | Sell |
4,925,452
-767,704
| -13% | -$14.5M | 3.36% | 1 |
|
|
2013
Q3 | $96.9M | Buy |
5,693,156
+64,568
| +1% | +$1.07M | 3.09% | 1 |
|
|
2013
Q2 | $79.7M | Buy |
+5,628,588
| New | +$86.6M | 2.12% | 1 |
|
Other funds holding AAPL
VCM
VPM
United Capital Financial Advisors's AAPL Position: Q1 2026 in Review
United Capital Financial Advisors reduced its Apple (AAPL) stake by 1.3% in Q1 2026, selling an estimated $6M and leaving 1,762,553 shares worth $447M. The position accounts for 2.75% of the portfolio, ranked #5.
United Capital Financial Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $699M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- United Capital Financial Advisors held 1,762,553 shares of Apple worth $447M as of Q1 2026.
- United Capital Financial Advisors sold 23,048 Apple shares in Q1 2026, an estimated $6M.
- Apple made up 2.75% of United Capital Financial Advisors's portfolio in Q1 2026, its #5 holding.
- United Capital Financial Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Apple position peaked at $699M in Q4 2021.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.