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Moss Adams Wealth Advisors LLC → AAPL

Moss Adams Wealth Advisors LLC AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$17.3M
Q3 2026
Peak value
$19.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.8M
Q4 2025$19.3M
Q1 2026$9.3M
Q1 2026$17.9M
Q2 2026$11.2M
Q2 2026$18.7M
Q3 2026$13.7M
Q3 2026$17.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.3M52.0K——
Q3 2026$13.7M41.2K——
Q2 2026$18.7M64.7K——
Q2 2026$11.2M38.7K——
Q1 2026$17.9M70.5K——
Q1 2026$9.3M36.6K——
Q4 2025$19.3M70.9K——
Q4 2025$8.8M32.5K——

Other funds holding AAPL

Other Moss Adams Wealth Advisors LLC positions

VGES

VANGUARD INDEX FDS

$480.1M
VGES

VANGUARD INDEX FDS

$461.5M
VGES

VANGUARD INDEX FDS

$409.5M
VGES

VANGUARD INDEX FDS

$404.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$136.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$135.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$123.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$121.8M