Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

AAPLAAPL
30 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in APPLE INC

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.8M shares of AAPL (APPLE INC), worth $507.6M as of 2026-Q2. The position was decreased (-0.5% shares). AAPL represents 2.8% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$507.6M

Current Shares

1.8M

Total Value Change

+$213.4M

Total Shares Change

+205,410

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
2024-Q2
Decreased
1.5M
-12.7%
$319.7M2.7%$208.63
0
2024-Q1
Decreased
1.7M
-3.4%
$298.3M2.5%$169.63
0
2023-Q4
Decreased
1.8M
-16.6%
$346.7M2.9%$190.21
0
2023-Q3
Decreased
2.2M
-8.6%
$369.7M2.4%$168.93
0
2023-Q2
Decreased
2.4M
-7.9%
$458.2M2.5%$191.12
0
2023-Q1
Decreased
2.6M
-27.3%
$422.7M2.4%$162.26
0
2022-Q4
Decreased
3.5M
-2.4%
$458.2M2.6%$127.65
0
2022-Q3
Decreased
3.6M
-10.4%
$499.5M3.0%$135.55
0
2022-Q2
Increased
4M
+7.4%
$551.8M3.0%$133.91
62
2022-Q1
Decreased
3.8M
-4.6%
$656.4M3.2%$170.78
0
2021-Q4
Decreased
3.9M
-2.9%
$699.4M3.2%$173.45
0
2021-Q3
Decreased
4.1M
-1.3%
$574.2M2.9%$138.02
0
2021-Q2
Decreased
4.1M
-1.4%
$563M2.8%$133.39
0
2021-Q1
Decreased
4.2M
-5.1%
$509.5M2.8%$118.76
0
2020-Q4
Decreased
4.4M
-4.3%
$583M3.5%$128.82
0
2020-Q3
Increased
4.6M
+267.8%
$531.6M3.5%$112.24
93
2020-Q2
Decreased
1.2M
-4.9%
$455.3M3.3%$88.23
0
2020-Q1
Decreased
1.3M
-14.7%
$333.8M2.8%$61.33
0
2019-Q4
Decreased
1.5M
-0.1%
$452.2M2.9%$70.66
0
2019-Q3
Decreased
1.5M
-2.1%
$345M2.4%$53.73
0
2019-Q2
Increased
1.6M
+1.6%
$311.4M2.0%$47.30
54
2019-Q1
First report
1.5M
-
$294.2M2.1%$45.22
0

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

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