SEC 13F Intelligence

United Capital Financial Advisors, LLC / AAPL

United Capital Financial Advisors, LLC’s Apple Inc Position

Does United Capital Financial Advisors, LLC own Apple Inc (AAPL)? Yes — 1.76M shares worth $447M (+2.75% of its 13F portfolio) as of Q1 2026, down from 1.79M shares the prior filed quarter.

Position Value
$447M
Q1 2026
Shares
1.76M
% of Portfolio
+2.75%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $254MQ4 ’18Q1 ’19: $294MQ2 ’19: $311MQ3 ’19: $345MQ4 ’19: $452MQ4 ’19Q1 ’20: $334MQ2 ’20: $455MQ3 ’20: $532MQ4 ’20: $583MQ4 ’20Q1 ’21: $509MQ2 ’21: $563MQ3 ’21: $574MQ4 ’21: $699MQ4 ’21Q1 ’22: $656MQ2 ’22: $552MQ3 ’22: $500MQ4 ’22: $458MQ4 ’22Q1 ’23: $447MQ2 ’23: $423MQ3 ’23: $370MQ4 ’23: $347MQ4 ’23Q1 ’24: $298MQ2 ’24: $320MQ3 ’24: $343MQ4 ’24: $361MQ4 ’24Q1 ’25: $326MQ2 ’25: $301MQ3 ’25: $395MQ4 ’25: $485MQ4 ’25Q1 ’26: $447Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.76M$447M+2.75%
Q4 20251.79M$485M+2.92%
Q3 20251.55M$395M+2.83%
Q2 20251.47M$301M+2.43%
Q1 20251.47M$326M+2.79%
Q4 20241.44M$361M+3.05%
Q3 20241.47M$343M+2.83%
Q2 20241.52M$320M+2.75%
Q1 20241.74M$298M+2.46%
Q4 20231.80M$347M+2.88%
Q3 20232.16M$370M+2.42%
Q2 20232.56M$423M+2.36%
Q1 20232.71M$447M+2.45%
Q4 20223.53M$458M+2.57%
Q3 20223.61M$500M+2.95%
Q2 20224.04M$552M+3.03%
Q1 20223.76M$656M+3.19%
Q4 20213.94M$699M+3.22%
Q3 20214.06M$574M+2.87%
Q2 20214.11M$563M+2.84%
Q1 20214.17M$509M+2.82%
Q4 20204.39M$583M+3.51%
Q3 20204.59M$532M+3.47%
Q2 20201.25M$455M+3.31%
Q1 20201.31M$334M+2.76%
Q4 20191.54M$452M+2.92%
Q3 20191.54M$345M+2.43%
Q2 20191.57M$311M+2.04%
Q1 20191.55M$294M+2.07%
Q4 20181.61M$254M+2.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of AAPL.