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AAPLAAPL
30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in APPLE INC

MONETA GROUP INVESTMENT ADVISORS LLC holds 744,798 shares of AAPL (APPLE INC), worth $215.5M as of 2026-Q2. The position was increased (+5.0% shares). AAPL represents 1.6% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$215.5M

Current Shares

744,798

Total Value Change

+$210.7M

Total Shares Change

+719,676

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
2024-Q2
Increased
624,024
+9.0%
$131.4M2.1%$208.63
57
2024-Q1
Increased
572,391
+14.7%
$98.2M1.6%$169.63
54
2023-Q4
Decreased
499,224
-10.0%
$96.1M1.9%$190.21
0
2023-Q3
Increased
554,610
+0.3%
$95M2.2%$168.93
51
2023-Q2
Increased
553,235
+4.2%
$107.3M2.4%$191.12
54
2023-Q1
Increased
531,192
+20.1%
$87.6M2.1%$162.26
61
2022-Q4
Decreased
442,365
-9.4%
$63.8M1.7%$127.65
0
2022-Q3
Decreased
488,538
-18.1%
$67.5M2.6%$135.55
0
2022-Q2
Increased
596,240
+51.1%
$81.5M2.8%$133.91
71
2022-Q1
Increased
394,588
+5.0%
$68.9M2.7%$170.78
53
2021-Q4
Increased
375,919
+2.8%
$66.8M2.7%$173.45
52
2021-Q3
Decreased
365,795
-0.4%
$51.8M2.4%$138.02
0
2021-Q2
Increased
367,231
+1.4%
$50.3M2.3%$133.39
51
2021-Q1
Increased
362,047
+48.0%
$44.2M2.3%$118.76
69
2020-Q4
Increased
244,570
+9.2%
$32.5M2.3%$128.82
54
2020-Q3
Increased
223,910
+315.1%
$25.9M2.3%$112.24
79
2020-Q2
Increased
53,939
+5.0%
$19.7M1.9%$88.23
47
2020-Q1
Increased
51,370
+2.1%
$13.1M1.4%$61.33
45
2019-Q4
Decreased
50,288
-2.1%
$14.8M1.2%$70.66
0
2019-Q3
Increased
51,386
+32.2%
$11.5M1.1%$53.73
56
2019-Q2
Increased
38,879
+54.8%
$7.7M0.8%$47.30
54
2019-Q1
New
25,122
-
$4.8M0.5%$45.22
45

Other major holders of AAPL: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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