United Wealth Management
AAPL icon

United Wealth Management’s Apple AAPL Stock Holding History

United Wealth Management’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
Q3 		$432K Buy
+1,299
New +$417K 0.11% 18

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

United Wealth Management's AAPL Position: Q3 2026 in Review

United Wealth Management opened a new position in Apple (AAPL) in Q3 2026: 1,299 shares worth $432K. The stake represents 0.11% of the portfolio and ranks #18 among its holdings.

4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • United Wealth Management held 1,299 shares of Apple worth $432K as of Q3 2026.
  • Apple was a new United Wealth Management position in Q3 2026.
  • Apple made up 0.11% of United Wealth Management's portfolio in Q3 2026, its #18 holding.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.