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 $485.4M as of 2025-Q4. The position was increased (++15.2% shares). AAPL represents 2.9% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$485.4M
Current Shares
1.8M
Total Value Change
+$165.7M
Total Shares Change
+267,631
Other major holders of AAPL: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |