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Valeo Financial Advisors, LLC → AAPL
Valeo Financial Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
12
Latest value
$1.1M
Q3 2026
Peak value
$170.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $151.4M |
| Q3 2025 | $1.1M |
| Q4 2025 | $159.9M |
| Q4 2025 | $299 |
| Q4 2025 | $1.1M |
| Q1 2026 | $133.5M |
| Q1 2026 | $2K |
| Q1 2026 | $1.1M |
| Q2 2026 | $149.2M |
| Q2 2026 | $1.1M |
| Q3 2026 | $170.1M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 13.5K | — | — |
| Q3 2026 | $170.1M | 510.8K | — | — |
| Q2 2026 | $1.1M | 13.7K | — | — |
| Q2 2026 | $149.2M | 515.8K | — | — |
| Q1 2026 | $1.1M | 13.9K | — | — |
| Q1 2026 | $2K | 1.5K | — | — |
| Q1 2026 | $133.5M | 526.1K | — | — |
| Q4 2025 | $1.1M | 14.1K | — | — |
| Q4 2025 | $299 | 200 | — | — |
| Q4 2025 | $159.9M | 588.1K | — | — |
| Q3 2025 | $1.1M | 13.5K | — | — |
| Q3 2025 | $151.4M | 594.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B