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Align Financial, LLC → AAPL

Align Financial, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
7
Latest value
$4.4M
Q3 2026
Peak value
$4.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.8M
Q4 2025$45K
Q1 2026$3.5M
Q1 2026$47K
Q2 2026$4M
Q2 2026$48K
Q3 2026$4.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.4M13.3K——
Q2 2026$48K578——
Q2 2026$4M13.7K——
Q1 2026$47K578——
Q1 2026$3.5M13.7K——
Q4 2025$45K44.9K——
Q4 2025$3.8M3.80M——

Other funds holding AAPL

Other Align Financial, LLC positions

FAST

FIDELITY BLUE CHIP GROWTH ETF

$18.1M
FAST

FIDELITY BLUE CHIP GROWTH ETF

$17.3M
FAST

FIDELITY BLUE CHIP GROWTH ETF

$15.4M
FAST

FIDELITY BLUE CHIP GROWTH ETF

$14M
VGES

VANGUARD MORNINGSTAR VALUE ETF

$12.5M
VGES

VANGUARD VALUE ETF

$12.2M
VGES

VANGUARD VALUE ETF

$11.1M
VGES

VANGUARD VALUE ETF

$11.1M