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Summit Place Financial Advisors, LLC → AAPL

Summit Place Financial Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$9.8M
Q3 2026
Peak value
$9.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.3M
Q1 2026$8.7M
Q2 2026$9.7M
Q3 2026$9.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.8M29.3K——
Q2 2026$9.7M33.4K——
Q1 2026$8.7M34.1K——
Q4 2025$9.3M34.1K——

Other funds holding AAPL

Other Summit Place Financial Advisors, LLC positions

NVDA

NVIDIA CORPORATION

$9.5M
NVDA

NVIDIA CORPORATION

$9.1M
NVDA

NVIDIA CORPORATION

$9M
GEV

GE VERNOVA INC

$9M
IAU

ISHARES GOLD TR

$8.7M
IAU

ISHARES GOLD TR

$8.4M
NVDA

NVIDIA CORPORATION

$8.4M
MSFT

MICROSOFT CORP

$8.1M