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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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. 6,076 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.
6,076 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.