Apple shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $74M | 353k | 210.48 |
| 2025-03-31 | $197M | 885k | 222.13 |
| 2024-12-31 | $261M | 1.0M | 250.42 |
| 2024-09-30 | $267M | 1.1M | 233.00 |
| 2024-06-30 | $271M | 1.3M | 210.62 |
| 2024-03-31 | $233M | 1.4M | 171.48 |
| 2023-12-31 | $267M | 1.4M | 192.53 |
| 2023-09-30 | $237M | 1.4M | 171.21 |
| 2023-06-30 | $275M | 1.4M | 193.97 |
| 2023-03-31 | $234M | 1.4M | 164.90 |
| 2022-12-31 | $188M | 1.4M | 129.93 |
| 2022-09-30 | $201M | 1.5M | 138.20 |
| 2022-06-30 | $148M | 1.3M | 115.84 |
| 2022-03-31 | $206M | 1.2M | 174.61 |