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Modera Wealth Management, LLC → AAPL
Modera Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$243.1M
Q3 2026
Peak value
$243.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $212.3M |
| Q4 2025 | $221M |
| Q1 2026 | $195.3M |
| Q2 2026 | $215.2M |
| Q3 2026 | $243.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $243.1M | 730.0K | — | — |
| Q2 2026 | $215.2M | 743.7K | — | — |
| Q1 2026 | $195.3M | 769.4K | — | — |
| Q4 2025 | $221M | 813.0K | — | — |
| Q3 2025 | $212.3M | 833.8K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B