Back to AAPL
Curated Wealth Partners LLC → AAPL
Curated Wealth Partners LLC AAPL Position History
Apple Inc. • Technology
Quarters held
18
Latest value
$2.2M
Q3 2026
Peak value
$14.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7M |
| Q4 2025 | $2.1M |
| Q1 2026 | $6.5M |
| Q1 2026 | $715K |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.5M |
| Q2 2026 | $203K |
| Q2 2026 | $1.1M |
| Q2 2026 | $38K |
| Q2 2026 | $2.7M |
| Q2 2026 | $1M |
| Q2 2026 | $7.2M |
| Q2 2026 | $1.9M |
| Q2 2026 | $3.5M |
| Q3 2026 | $9.2M |
| Q3 2026 | $14.7M |
| Q3 2026 | $3.4M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 6.7K | — | — |
| Q3 2026 | $3.4M | 10.2K | — | — |
| Q3 2026 | $14.7M | 44.1K | — | — |
| Q3 2026 | $9.2M | 27.7K | — | — |
| Q2 2026 | $3.5M | 12.0K | — | — |
| Q2 2026 | $1.9M | 6.6K | — | — |
| Q2 2026 | $7.2M | 24.7K | — | — |
| Q2 2026 | $1M | 3.5K | — | — |
| Q2 2026 | $2.7M | 114.6K | — | — |
| Q2 2026 | $38K | 35.0K | — | — |
| Q2 2026 | $1.1M | 506.5K | — | — |
| Q2 2026 | $203K | 29.3K | — | — |
| Q1 2026 | $1.5M | 5.7K | — | — |
| Q1 2026 | $1.7M | 6.8K | — | — |
| Q1 2026 | $715K | 2.8K | — | — |
| Q1 2026 | $6.5M | 25.6K | — | — |
| Q4 2025 | $2.1M | 7.6K | — | — |
| Q4 2025 | $7M | 25.6K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B