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Apple shares owned by Unique Wealth

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Unique Wealth from 13F filings

Historical chart of Unique Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Unique Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 18k 171.54
2023-12-31 $3.3M 17k 192.53
2023-09-30 $2.6M 15k 171.21
2023-06-30 $2.6M 13k 193.98
2023-03-31 $2.2M 13k 164.90
2022-12-31 $1.7M 13k 129.92

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Global X Fds Nasdaq 100 Cover (QYLD)
J P Morgan Exchange Traded Equity Premium (JEPI)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Aggres Alloc Etf (AOA)
Neos Etf Trust Neos S&p 500 Hi (SPYI)

View all positions for Unique Wealth

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Susquehanna International
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company

View all funds holding Apple