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Apple shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 7.9k 253.80

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Apple

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Morgan Stanley
Berkshire Hathaway
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Apple