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Ullmann Wealth Partners Group, LLC → AAPL

Ullmann Wealth Partners Group, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$11.4M
Q3 2026
Peak value
$11.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.2M
Q1 2026$7.4M
Q2 2026$9.1M
Q3 2026$11.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.4M34.1K——
Q2 2026$9.1M31.5K——
Q1 2026$7.4M29.3K——
Q4 2025$7.2M26.6K——

Other funds holding AAPL

Other Ullmann Wealth Partners Group, LLC positions

ETHA

ISHARES TR

$202.7M
ETHA

ISHARES TR

$202.1M
ETHA

ISHARES TR

$189.8M
ETHA

ISHARES TR

$178.5M
ETHA

ISHARES TR

$100.1M
ETHA

ISHARES TR

$99.9M
ETHA

ISHARES TR

$94.4M
ETHA

ISHARES TR

$88.4M
Ullmann Wealth Partners Group, LLC AAPL Holdings: 13F Position History | Track13F