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Position history for WAWealthspire Advisors, LLC's holdings in APPLE INC

Wealthspire Advisors, LLC holds 784,975 shares of AAPL (APPLE INC), worth $227.1M as of 2026-Q2. The position was increased (+53.1% shares). AAPL represents 1.3% of Wealthspire Advisors, LLC's portfolio.

Current Value

$227.1M

Current Shares

784,975

Total Value Change

+$125.2M

Total Shares Change

+347,650

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
784,975
+53.1%
$227.1M1.3%$289.11
68
2026-Q1
Decreased
512,807
-13.2%
$130.1M1.0%$253.34
0
2025-Q4
Increased
590,564
+33.4%
$160.6M1.3%$271.12
61
2025-Q3
Decreased
442,634
-1.3%
$112.7M0.6%$253.69
0
2025-Q2
Decreased
448,471
-25.4%
$92M0.5%$204.18
0
2025-Q1
Increased
601,515
+30.2%
$133.6M0.8%$220.77
54
2024-Q4
Increased
462,148
+5.7%
$115.7M1.2%$248.62
50
2024-Q3
Increased
437,325
+11.5%
$101.9M1.0%$231.07
53

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

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