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Apple shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $186M 799k 233.00
2024-06-30 $164M 778k 210.62
2024-03-31 $124M 725k 171.48
2023-12-31 $113M 587k 192.53

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Berkshire Hathaway
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
International Assets Investment Management
Nuveen Asset Management
Susquehanna International

View all funds holding Apple