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United Asset Strategies, Inc. → AAPL
United Asset Strategies, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$8.7M
Q3 2026
Peak value
$98.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $62.5M |
| Q4 2025 | $9.7M |
| Q1 2026 | $57.6M |
| Q1 2026 | $11M |
| Q2 2026 | $82.5M |
| Q2 2026 | $8.5M |
| Q3 2026 | $98.2M |
| Q3 2026 | $8.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.7M | 107.7K | — | — |
| Q3 2026 | $98.2M | 294.8K | — | — |
| Q2 2026 | $8.5M | 102.5K | — | — |
| Q2 2026 | $82.5M | 285.2K | — | — |
| Q1 2026 | $11M | 133.9K | — | — |
| Q1 2026 | $57.6M | 226.9K | — | — |
| Q4 2025 | $9.7M | 125.4K | — | — |
| Q4 2025 | $62.5M | 229.9K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B