Back to AAPL

Everhart Financial Group, Inc. → AAPL

Everhart Financial Group, Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$54.7M
Q3 2026
Peak value
$57M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$29.3M
Q4 2025$33.7M
Q1 2026$35.8M
Q2 2026$57M
Q3 2026$54.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$54.7M164.1K——
Q2 2026$57M197.1K——
Q1 2026$35.8M141.2K——
Q4 2025$33.7M124.0K——
Q3 2025$29.3M115.0K——

Other funds holding AAPL

Other Everhart Financial Group, Inc. positions

VGES

VANGUARD INDEX FDS

$202.3M
VGES

VANGUARD INDEX FDS

$199.4M
VGES

VANGUARD INDEX FDS

$195.3M
VGES

VANGUARD INDEX FDS

$178.3M
VGES

VANGUARD INDEX FDS

$167.3M
VGES

VANGUARD INDEX FDS

$155.3M
VGES

VANGUARD INDEX FDS

$142.2M
VGES

VANGUARD INDEX FDS

$140.8M