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United Capital Management of KS’s Apple AAPL Stock Holding History

United Capital Management of KS’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 		$17.3M Sell
59,638
-1,552
-3% -$444K 2.26% 18
2026
Q1 		$15.5M Sell
61,190
-20,323
-25% -$5.29M 2.35% 14
2025
Q4 		$22.2M Sell
81,513
-100
-0.1% -$26.8K 3.1% 7
2025
Q3 		$20.8M Buy
81,613
+1,719
+2% +$388K 2.83% 6
2025
Q2 		$16.4M Buy
79,894
+1,294
+2% +$261K 2.57% 9
2025
Q1 		$17.5M Sell
78,600
-400
-0.5% -$92.7K 3.61% 4
2024
Q4 		$19.8M Buy
79,000
+665
+0.8% +$157K 3.6% 6
2024
Q3 		$18.3M Sell
78,335
-14,809
-16% -$3.31M 3.97% 4
2024
Q2 		$19.6M Buy
93,144
+2,336
+3% +$436K 4.33% 4
2024
Q1 		$15.6M Buy
90,808
+1,790
+2% +$325K 3.57% 6
2023
Q4 		$17.1M Sell
89,018
-472
-0.5% -$87.2K 5.18% 2
2023
Q3 		$15.3M Sell
89,490
-606
-0.7% -$111K 5.21% 2
2023
Q2 		$17.5M Sell
90,096
-1,740
-2% -$303K 5.6% 3
2023
Q1 		$15.1M Buy
91,836
+3,865
+4% +$570K 5.64% 2
2022
Q4 		$11.4M Buy
87,971
+319
+0.4% +$45.6K 4.72% 2
2022
Q3 		$12.1M Sell
87,652
-584
-0.7% -$91.7K 5.67% 1
2022
Q2 		$12.1M Sell
88,236
-1,051
-1% -$159K 5.67% 1
2022
Q1 		$15.6M Buy
89,287
+2,221
+3% +$373K 6.05% 1
2021
Q4 		$15.5M Buy
87,066
+306
+0.4% +$48.4K 5.77% 1
2021
Q3 		$12.3M Buy
86,760
+721
+0.8% +$106K 5.03% 1
2021
Q2 		$11.8M Buy
86,039
+1,877
+2% +$243K 4.81% 1
2021
Q1 		$10.3M Sell
84,162
-22,283
-21% -$2.86M 4.72% 1
2020
Q4 		$14.1M Sell
106,445
-1,449
-1% -$174K 6.45% 1
2020
Q3 		$12.5M Buy
107,894
+1,922
+2% +$210K 6.55% 1
2020
Q2 		$9.66M Buy
105,972
+2,076
+2% +$161K 5.64% 1
2020
Q1 		$6.61M Buy
103,896
+8,052
+8% +$592K 5.56% 1
2019
Q4 		$7.04M Buy
95,844
+1,564
+2% +$101K 4.45% 2
2019
Q3 		$5.35M Buy
94,280
+1,960
+2% +$102K 3.91% 2
2019
Q2 		$4.65M Buy
92,320
+6,100
+7% +$297K 3.52% 3
2019
Q1 		$4.46M Buy
86,220
+10,328
+14% +$438K 3.5% 3
2018
Q4 		$2.99M Buy
75,892
+5,192
+7% +$252K 2.78% 6
2018
Q3 		$3.86M Buy
+70,700
New +$3.68M 3.1% 4

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

United Capital Management of KS's AAPL Position: Q2 2026 in Review

United Capital Management of KS reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $444K and leaving 59,638 shares worth $17.3M. The position accounts for 2.26% of the portfolio, ranked #18.

United Capital Management of KS first reported a position in AAPL in Q3 2018 and has held it in 32 quarters since. The position peaked at $22.2M in Q4 2025. 3,914 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • United Capital Management of KS held 59,638 shares of Apple worth $17.3M as of Q2 2026.
  • United Capital Management of KS sold 1,552 Apple shares in Q2 2026, an estimated $444K.
  • Apple made up 2.26% of United Capital Management of KS's portfolio in Q2 2026, its #18 holding.
  • United Capital Management of KS first reported a position in Apple in Q3 2018 and has held it in 32 quarters since.
  • United Capital Management of KS's Apple position peaked at $22.2M in Q4 2025.
  • 3,914 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.