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Apple shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 67k 171.48
2023-12-31 $9.6M 50k 192.53
2023-09-30 $7.9M 46k 171.21
2023-06-30 $7.7M 40k 193.97
2023-03-31 $7.2M 43k 164.90
2022-12-31 $5.6M 43k 129.93

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Communication (XLC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Roblox Corp Cl A (RBLX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Moss Adams Wealth Advisors

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