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Apple shares owned by Fidato Wealth

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

Historical chart of Fidato Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Fidato Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 811 254.64
2025-03-31 $2.1M 9.5k 222.13
2024-12-31 $2.8M 11k 250.43

More positions owned by Fidato Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Sherwin-Williams Company (SHW)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core 60/40 Balan (AOR)
Ishares Tr Core 80/20 Aggre (AOA)
Progressive Corporation (PGR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Nextera Energy (NEE)
Masco Corporation (MAS)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Fidato Wealth

Top funds holding Apple

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

View all funds holding Apple