UCFA
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United Capital Financial Advisors’s Apple AAPL Stock Holding History

United Capital Financial Advisors’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
2020
Q1 		– Sell
-40
Closed -$294K – 1182
2019
Q4 		$294K Buy
+40
New +$2.57K ﹤0.01% 1138

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 6,084 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.
  • 6,084 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.