UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in AAPL — Apple Inc.

CIK 1463217 IRVING, TX

Back to AAPL Full portfolio

Position in AAPL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$447,318,325

-$38,115,162 QoQ

Shares Held

1,762,553

-1.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

6.58%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.2756227610615051.ToString("F0")% Shared 0.ToString("F0")% None 99.7243772389385.ToString("F0")%

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Derivatives in AAPL

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$4,111,398

PutShares

16,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Consumer Electronics

Technology · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $449,213,576 across 3 Consumer Electronics names. AAPL ranks #1 (99.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	1,762,553	$447,318,325
2	SONY	Sony Group Corp	85,312	$1,765,958
3	LPL	LG Display Co., Ltd.	33,323	$129,293

All Filings in AAPL

Export CSV

37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,111,398	16,200	-99.1%	Put	Defined	2026-05-15
2026-03-31	$447,318,325	1,762,553	-1.3%	Shares	Defined	2026-05-15
2025-12-31	$485,433,487	1,785,601	+11060.0%	Shares	Defined	2026-02-17
2025-12-31	$4,349,760	16,000	+18.5%	Put	Defined	2026-02-17
2025-09-30	$3,437,505	13,500	-99.1%	Put	Defined	2025-11-14
2025-09-30	$394,660,712	1,549,938	+5.5%	Shares	Defined	2025-11-14
2025-06-30	$301,285,169	1,468,466	+17176.1%	Shares	Defined	2025-08-11
2025-06-30	$1,743,945	8,500	+49.1%	Put	Defined	2025-08-11
2025-03-31	$1,266,141	5,700	-99.6%	Put	Defined	2025-05-13
2025-03-31	$326,420,479	1,469,502	+1.9%	Shares	Defined	2025-05-13
2024-12-31	$361,130,682	1,442,100	+25200.0%	Shares	Defined	2025-02-13
2024-12-31	$1,427,394	5,700	-99.6%	Put	Defined	2025-02-13
2024-09-30	$343,306,860	1,473,420	+40.5%	Shares	Defined	2024-11-12
2024-09-30	$244,300,500	1,048,500	-30.9%	Put	Defined	2024-11-12
2024-06-30	$319,714,841	1,517,970	+33632.7%	Shares	Defined	2024-08-14
2024-06-30	$947,790	4,500	-99.7%	Put	Defined	2024-08-14
2024-03-31	$298,288,259	1,739,493	+38555.4%	Shares	Defined	2024-05-15
2024-03-31	$771,660	4,500	-99.8%	Put	Defined	2024-05-15
2023-12-31	$346,695,124	1,800,733	-16.6%	Shares	Defined	2024-02-14
2023-09-30	$369,693,753	2,159,300	-8.6%	Shares	Defined	2023-11-14
2023-06-30	$458,151,514	2,361,971	-7.9%	Shares	Defined	2023-08-14
2023-03-31	$422,747,863	2,563,662	-27.3%	Shares	Defined	2023-08-15
2022-12-31	$458,154,488	3,526,164	-2.4%	Shares	Defined	2023-02-15
2022-09-30	$499,520,583	3,614,476	-10.4%	Shares	Defined	2022-11-14
2022-06-30	$551,832,271	4,036,222	+7.4%	Shares	Defined	2022-08-11
2022-03-31	$656,402,293	3,759,248	-4.6%	Shares	Defined	2022-05-16
2021-12-31	$699,431,183	3,938,904	+24214.2%	Shares	Defined	2022-02-14
2021-09-30	$2,292,300	16,200	-99.6%	Put	Defined	2021-11-15
2021-09-30	$574,200,208	4,057,952	-1.3%	Shares	Defined	2021-11-15
2021-06-30	$562,958,740	4,110,388	+21880.7%	Shares	Defined	2021-08-13
2021-06-30	$2,561,152	18,700	-99.6%	Put	Defined	2021-08-13
2021-03-31	$509,488,749	4,171,009	-5.1%	Shares	Defined	2021-05-14
2020-12-31	$583,047,688	4,394,059	-4.3%	Shares	Defined	2021-02-17
2020-09-30	$531,570,216	4,590,020	+32785757.1%	Shares	Defined	2020-11-13
2020-06-30	$1,276	14	-100.0%	Put	Defined	2020-08-13
2020-06-30	$113,827,540	1,248,109	-4.9%	Shares	Defined	2020-08-13
2020-03-31	$83,459,503	1,312,824	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.