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Apple shares owned by Cogent Private Wealth

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

Historical chart of Cogent Private Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Cogent Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 11k 271.86

More positions owned by Cogent Private Wealth

American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Avantis Moderat (AVMA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core 60/40 Balan (AOR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
American Centy Etf Tr Avantis All Eqt (AVGE)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Cr Etf (DGCB)

View all positions for Cogent Private Wealth

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International
Wellington Management Company

View all funds holding Apple