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Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in AAPL — Apple Inc.

CIK 1463217 IRVING, TX
Back to AAPL Full portfolio

Position in AAPL

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$507,605,150
+$60,286,825 QoQ
Shares Held
1,754,234
-0.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
6.06%
of 13F equity value
Holder Rank
#321
of 6,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Derivatives in AAPL

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$4,282,528
PutShares
14,800

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 Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $509,575,223 across 3 Consumer Electronics names. AAPL ranks #1 (99.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AAPL
Apple Inc.
This page 		1,754,234 $507,605,150
2 SONY
Sony Group Corp
 81,293 $1,630,737
3 LPL
LG Display Co., Ltd.
 87,233 $339,336

All Filings in AAPL

Export CSV
39 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $507,605,150 1,754,234
2026-06-30 $4,282,528 14,800
2026-03-31 $4,111,398 16,200
2026-03-31 $447,318,325 1,762,553
2025-12-31 $485,433,487 1,785,601
2025-12-31 $4,349,760 16,000
2025-09-30 $3,437,505 13,500
2025-09-30 $394,660,712 1,549,938
2025-06-30 $301,285,169 1,468,466
2025-06-30 $1,743,945 8,500
2025-03-31 $1,266,141 5,700
2025-03-31 $326,420,479 1,469,502
2024-12-31 $361,130,682 1,442,100
2024-12-31 $1,427,394 5,700
2024-09-30 $343,306,860 1,473,420
2024-09-30 $4,500 1,048,500
2024-06-30 $319,714,841 1,517,970
2024-06-30 $947,790 4,500
2024-03-31 $298,288,259 1,739,493
2024-03-31 $771,660 4,500
2023-12-31 $346,695,124 1,800,733
2023-09-30 $369,693,753 2,159,300
2023-06-30 $458,151,514 2,361,971
2023-03-31 $422,747,863 2,563,662
2022-12-31 $458,154,488 3,526,164
2022-09-30 $499,520,583 3,614,476
2022-06-30 $551,832,271 4,036,222
2022-03-31 $656,402,293 3,759,248
2021-12-31 $699,431,183 3,938,904
2021-09-30 $2,292,300 16,200
2021-09-30 $574,200,208 4,057,952
2021-06-30 $562,958,740 4,110,388
2021-06-30 $2,561,152 18,700
2021-03-31 $509,488,749 4,171,009
2020-12-31 $583,047,688 4,394,059
2020-09-30 $531,570,216 4,590,020
2020-06-30 $5,107 14
2020-06-30 $455,310,163 1,248,109
2020-03-31 $333,838,014 1,312,824