Back to AAPL
Kestra Advisory Services, LLC → AAPL
Kestra Advisory Services, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
11
Latest value
$19.4M
Q3 2026
Peak value
$1.1B
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $675.4M |
| Q3 2025 | $13.3M |
| Q4 2025 | $769.3M |
| Q4 2025 | $1.5M |
| Q4 2025 | $12.7M |
| Q1 2026 | $801M |
| Q1 2026 | $15.1M |
| Q2 2026 | $862M |
| Q2 2026 | $14.4M |
| Q3 2026 | $1.1B |
| Q3 2026 | $19.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.4M | 240.1K | — | — |
| Q3 2026 | $1.1B | 3.29M | — | — |
| Q2 2026 | $14.4M | 173.1K | — | — |
| Q2 2026 | $862M | 2.98M | — | — |
| Q1 2026 | $15.1M | 184.4K | — | — |
| Q1 2026 | $801M | 3.16M | — | — |
| Q4 2025 | $12.7M | 163.3K | — | — |
| Q4 2025 | $1.5M | 5.7K | — | — |
| Q4 2025 | $769.3M | 2.83M | — | — |
| Q3 2025 | $13.3M | 169.6K | — | — |
| Q3 2025 | $675.4M | 2.65M | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B