Back to AAPL
Rooted Wealth Advisors, Inc. → AAPL
Rooted Wealth Advisors, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$4.9M
Q3 2026
Peak value
$6.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.5M |
| Q4 2025 | $5.1M |
| Q1 2026 | $5.3M |
| Q1 2026 | $4.7M |
| Q2 2026 | $6.1M |
| Q2 2026 | $4.9M |
| Q3 2026 | $6.1M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 59.0K | — | — |
| Q3 2026 | $6.1M | 21.2K | — | — |
| Q2 2026 | $4.9M | 59.0K | — | — |
| Q2 2026 | $6.1M | 21.2K | — | — |
| Q1 2026 | $4.7M | 56.8K | — | — |
| Q1 2026 | $5.3M | 19.5K | — | — |
| Q4 2025 | $5.1M | 58.7K | — | — |
| Q4 2025 | $4.5M | 16.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B