Apple shares owned by Root Financial Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 113k | 254.63 |
| 2025-06-30 | $21M | 104k | 205.17 |
| 2025-03-31 | $22M | 101k | 222.17 |
| 2024-12-31 | $19M | 75k | 250.42 |
| 2024-09-30 | $15M | 63k | 233.00 |
| 2024-06-30 | $11M | 54k | 210.62 |
| 2024-03-31 | $6.5M | 38k | 171.48 |
| 2023-12-31 | $5.4M | 28k | 192.53 |
| 2023-09-30 | $2.6M | 15k | 171.21 |
| 2023-06-30 | $2.9M | 15k | 193.98 |
| 2023-03-31 | $2.3M | 14k | 164.90 |