Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in APPLE INC
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.8M shares of AAPL (APPLE INC), worth $447.3M as of 2026-Q1. The position was decreased (-1.3% shares). AAPL represents 2.8% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$447.3M
Current Shares
1.8M
Total Value Change
+$127.6M
Total Shares Change
+244,583
Other major holders of AAPL: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 1.8M |
-1.3% |
| $447.3M |
| 2.8% |
| $263.75 |
0 |
| 2025-Q4 | Increased | 1.8M | +15.2% | $485.4M | 2.9% | $272.82 | 62 |
| 2025-Q3 | Increased | 1.5M | +5.5% | $394.7M | 2.8% | $253.95 | 56 |
| 2025-Q2 | Decreased | 1.5M | -0.1% | $301.3M | 2.4% | $200.47 | 0 |
| 2025-Q1 | Increased | 1.5M | +1.9% | $326.4M | 2.8% | $216.95 | 54 |
| 2024-Q4 | Decreased | 1.4M | -2.1% | $361.1M | 3.0% | $250.83 | 0 |
| 2024-Q3 | Decreased | 1.5M | -2.9% | $343.3M | 2.8% | $226.30 | 0 |
| 2024-Q2 | Decreased | 1.5M | -12.7% | $319.7M | 2.7% | $209.00 | 0 |