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AAPLAAPL

Showing 8 of 30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in Apple Inc.

Yes. Moneta Group Investment Advisors holds 744,798 shares of AAPL (Apple), worth $215.5M, as of its Q2 2026 13F filing. It increased the position by 35,476 shares (+5.0%) from Q1 2026. Moneta Group Investment Advisors has held AAPL in every 13F on record since Q1 2019, 30 quarterly filings. AAPL is 1.6% of Moneta Group Investment Advisors' reported 13F portfolio.

Current Value

$215.5M

Current Shares

744,798

Total Value Change

+$68.5M

Total Shares Change

+113,820

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
744,798
+5.0%
$215.5M1.6%$289.11
51
2026-Q1
Increased
709,322
+1.1%
$180M1.4%$253.34
48
2025-Q4
Decreased
701,224
-7.8%
$190.6M1.4%$271.12
0
2025-Q3
Increased
760,672
+5.9%
$193.7M1.5%$253.69
51
2025-Q2
Increased
718,068
+14.6%
$147.3M1.8%$204.18
55
2025-Q1
Decreased
626,839
-2.1%
$139.2M1.9%$220.77
0
2024-Q4
Increased
640,275
+1.5%
$160.3M2.2%$248.62
53
2024-Q3
Increased
630,978
+1.1%
$147M2.1%$231.07
52

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