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WELLINGTON-ALTUS USA INC. → AAPL

WELLINGTON-ALTUS USA INC. AAPL Position History

Apple Inc. • Technology

Quarters held
3
Latest value
$2.7M
Q2 2026
Peak value
$3.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.4M
Q1 2026$1.7M
Q2 2026$2.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q2 2026$2.7M10.6K——
Q1 2026$1.7M6.0K——
Q4 2025$3.4M12.4K——

Other funds holding AAPL

Other WELLINGTON-ALTUS USA INC. positions

VGES

VANGUARD INDEX FUNDS

$14.1M
VGES

VANGUARD INDEX FUNDS

$11.7M
VGES

VANGUARD INDEX FUNDS

$9.6M
ETHA

ISHARES TRUST

$8.2M
ETHA

ISHARES TRUST

$7M
ETHA

ISHARES TRUST

$6.9M
ETHA

ISHARES CORE U S AGGREGATE BD

$6.3M
BLK

ISHARES TRUST

$6.1M