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Avidian Wealth Enterprises, LLC → AAPL
Avidian Wealth Enterprises, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$534K
Q3 2026
Peak value
$62.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $42.4M |
| Q3 2025 | $549K |
| Q4 2025 | $46.3M |
| Q4 2025 | $547K |
| Q1 2026 | $52M |
| Q1 2026 | $582K |
| Q2 2026 | $61M |
| Q2 2026 | $550K |
| Q3 2026 | $62.7M |
| Q3 2026 | $534K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $534K | 6.6K | — | — |
| Q3 2026 | $62.7M | 188.2K | — | — |
| Q2 2026 | $550K | 6.6K | — | — |
| Q2 2026 | $61M | 210.9K | — | — |
| Q1 2026 | $582K | 7.1K | — | — |
| Q1 2026 | $52M | 204.9K | — | — |
| Q4 2025 | $547K | 7.0K | — | — |
| Q4 2025 | $46.3M | 170.4K | — | — |
| Q3 2025 | $549K | 7.0K | — | — |
| Q3 2025 | $42.4M | 166.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B