Apple shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Apple
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Quarterly reported holdings in Apple by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 23k | 249.34 |
| 2025-06-30 | $4.7M | 23k | 205.17 |
| 2025-03-31 | $5.4M | 24k | 222.13 |
| 2024-12-31 | $5.8M | 23k | 250.42 |
| 2024-09-30 | $4.5M | 19k | 233.00 |
| 2024-06-30 | $2.9M | 14k | 210.62 |
| 2024-03-31 | $2.2M | 13k | 171.48 |
More positions owned by Up Strategic Wealth Investment Advisors
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