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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
2026
Q2 		$4.28M Sell
14,800
-1,400
-9% -$400K 0.02% 413
2026
Q1 		$4.11M Buy
16,200
+200
+1% +$52K 0.03% 399
2025
Q4 		$4.35M Buy
16,000
+2,500
+19% +$671K 0.03% 375
2025
Q3 		$3.44M Buy
13,500
+5,000
+59% +$1.13M 0.02% 358
2025
Q2 		$1.74M Buy
8,500
+2,800
+49% +$565K 0.01% 470
2025
Q1 		$1.27M Hold
5,700
– – 0.01% 521
2024
Q4 		$1.43M Sell
5,700
-1,042,800
-99% -$246M 0.01% 486
2024
Q3 		$4.5K Buy
1,048,500
+1,044,000
+23,200% +$233M ﹤0.01% 1054
2024
Q2 		$948K Hold
4,500
– – 0.01% 538
2024
Q1 		$772K Buy
4,500
+2,700
+150% +$491K 0.01% 625
2023
Q4 		$347K Buy
+1,800
New +$332K ﹤0.01% 821
2023
Q2 		– Sell
-6,100
Closed -$1.01M – 887
2023
Q1 		$1.01M Buy
+6,100
New +$900K 0.01% 573
2021
Q4 		– Sell
-16,200
Closed -$2.29M – 1201
2021
Q3 		$2.29M Sell
16,200
-2,500
-13% -$368K 0.01% 500
2021
Q2 		$2.56M Buy
+18,700
New +$2.42M 0.01% 492
2020
Q4 		– Sell
-5,200
Closed -$593K – 1189
2020
Q3 		$593K Buy
5,200
+5,144
+9,186% +$561K ﹤0.01% 787
2020
Q2 		$511K Buy
+56
New +$4.34K ﹤0.01% 858
2020
Q1 		– Sell
-56
Closed -$411K – 1183
2019
Q4 		$411K Buy
+56
New +$3.6K ﹤0.01% 1045

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 Capital Financial Advisors's AAPL Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Apple (AAPL) stake by 0.47% in Q2 2026, selling an estimated $2.38M and leaving 1,754,234 shares worth $508M. The position accounts for 2.8% of the portfolio, ranked #4.

United Capital Financial Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $699M in Q4 2021. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • United Capital Financial Advisors held 1,754,234 shares of Apple worth $508M as of Q2 2026.
  • United Capital Financial Advisors sold 8,319 Apple shares in Q2 2026, an estimated $2.38M.
  • Apple made up 2.8% of United Capital Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • United Capital Financial Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's Apple position peaked at $699M in Q4 2021.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.