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AAPLAAPL

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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in Apple Inc.

Yes. United Capital Financial Advisors holds 1,754,234 shares of AAPL (Apple), worth $507.6M, as of its Q2 2026 13F filing. It reduced the position by 8,319 shares (-0.5%) from Q1 2026. United Capital Financial Advisors has held AAPL in every 13F on record since Q1 2019, 30 quarterly filings. AAPL is 2.8% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$507.6M

Current Shares

1.8M

Total Value Change

+$164.3M

Total Shares Change

+280,814

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.8M
-0.5%
$507.6M2.8%$289.11
0
2026-Q1
Decreased
1.8M
-1.3%
$447.3M2.8%$253.34
0
2025-Q4
Increased
1.8M
+15.2%
$485.4M2.9%$271.12
62
2025-Q3
Increased
1.5M
+5.5%
$394.7M2.8%$253.69
56
2025-Q2
Decreased
1.5M
-0.1%
$301.3M2.4%$204.18
0
2025-Q1
Increased
1.5M
+1.9%
$326.4M2.8%$220.77
54
2024-Q4
Decreased
1.4M
-2.1%
$361.1M3.0%$248.62
0
2024-Q3
Decreased
1.5M
-2.9%
$343.3M2.8%$231.07
0

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