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Petersen Hastings Wealth Advisors Inc. → AAPL

Petersen Hastings Wealth Advisors Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$8M
Q3 2026
Peak value
$8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.8M
Q1 2026$5M
Q2 2026$6.9M
Q3 2026$8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8M24.0K——
Q2 2026$6.9M24.0K——
Q1 2026$5M19.7K——
Q4 2025$2.8M10.5K——

Other funds holding AAPL

Other Petersen Hastings Wealth Advisors Inc. positions

HONA

DIMENSIONAL ETF TRUST

$208.5M
HONA

DIMENSIONAL ETF TRUST

$207.6M
HONA

DIMENSIONAL ETF TRUST

$193M
HONA

DIMENSIONAL ETF TRUST

$186.7M
ETHA

ISHARES TR

$111.7M
ETHA

ISHARES TR

$111.2M
ETHA

ISHARES TR

$104.8M
ETHA

ISHARES TR

$101.8M