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Root Financial Partners, LLC → AAPL
Root Financial Partners, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
9
Latest value
$84K
Q3 2026
Peak value
$44.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $28.8M |
| Q3 2025 | $12K |
| Q4 2025 | $35.6M |
| Q4 2025 | $14K |
| Q1 2026 | $33.9M |
| Q1 2026 | $11K |
| Q2 2026 | $36.5M |
| Q3 2026 | $44.4M |
| Q3 2026 | $84K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $84K | 1.0K | — | — |
| Q3 2026 | $44.4M | 133.3K | — | — |
| Q2 2026 | $36.5M | 126.1K | — | — |
| Q1 2026 | $11K | 136 | — | — |
| Q1 2026 | $33.9M | 133.5K | — | — |
| Q4 2025 | $14K | 180 | — | — |
| Q4 2025 | $35.6M | 131.1K | — | — |
| Q3 2025 | $12K | 153 | — | — |
| Q3 2025 | $28.8M | 113.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other Root Financial Partners, LLC positions
CRDO
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CRDO
$186.8MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF