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Avior Wealth Management, LLC → AAPL

Avior Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
10
Latest value
$7.7M
Q3 2026
Peak value
$57.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$48.5M
Q3 2025$598K
Q4 2025$49.5M
Q4 2025$505K
Q1 2026$50.3M
Q1 2026$7.7M
Q2 2026$52.5M
Q2 2026$8.2M
Q3 2026$57.4M
Q3 2026$7.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.7M95.1K——
Q3 2026$57.4M172.6K——
Q2 2026$8.2M98.2K——
Q2 2026$52.5M181.5K——
Q1 2026$7.7M94.4K——
Q1 2026$50.3M198.4K——
Q4 2025$505K6.5K——
Q4 2025$49.5M182.3K——
Q3 2025$598K7.6K——
Q3 2025$48.5M190.4K——

Other funds holding AAPL

Other Avior Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$255.1M
VGES

VANGUARD INDEX FDS

$237.6M
VGES

VANGUARD INDEX FDS

$218.2M
VGES

VANGUARD INDEX FDS

$211.3M
VGES

VANGUARD INDEX FDS

$189.9M
ETHA

ISHARES TR

$163.2M
ETHA

ISHARES TR

$160.9M
ETHA

ISHARES TR

$133.3M