SEC 13F Intelligence

Clearwater Capital Advisors, LLC / AAPL

Clearwater Capital Advisors, LLC’s Apple Inc Position

Does Clearwater Capital Advisors, LLC own Apple Inc (AAPL)? Yes48.6K shares worth $12M (+0.99% of its 13F portfolio) as of Q1 2026, down from 48.6K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
48.6K
% of Portfolio
+0.99%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $9MQ4 ’21: $11MQ4 ’21Q1 ’22: $11MQ2 ’22: $8MQ3 ’22: $9MQ4 ’22: $8MQ4 ’22Q1 ’23: $10MQ2 ’23: $10MQ3 ’23: $9MQ4 ’23: $9MQ4 ’23Q1 ’24: $8MQ2 ’24: $11MQ3 ’24: $13MQ4 ’24: $14MQ4 ’24Q1 ’25: $12MQ2 ’25: $11MQ3 ’25: $13MQ4 ’25: $13MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.6K$12M+0.99%
Q4 202548.6K$13M+1.10%
Q3 202553.0K$13M+1.15%
Q2 202554.6K$11M+1.02%
Q1 202556.1K$12M+1.20%
Q4 202456.7K$14M+1.39%
Q3 202457.8K$13M+1.31%
Q2 202450.5K$11M+1.13%
Q1 202449.4K$8M+0.90%
Q4 202348.9K$9M+1.06%
Q3 202352.3K$9M+1.10%
Q2 202352.9K$10M+1.22%
Q1 202358.2K$10M+1.17%
Q4 202262.2K$8M+1.05%
Q3 202264.3K$9M+1.23%
Q2 202256.5K$8M+1.06%
Q1 202260.7K$11M+1.21%
Q4 202160.7K$11M+1.19%
Q3 202160.9K$9M+1.00%
Q2 202160.7K$8M+0.97%
Q1 202158.8K$7M+0.90%
Q4 202054.5K$7M+0.96%
Q3 202054.1K$6M+0.99%
Q2 202014.4K$5M+0.88%
Q1 202014.6K$4M+0.80%
Q4 201920.6K$6M+1.01%
Q3 201922.5K$5M+0.89%
Q2 201923.0K$5M+0.83%
Q1 201924.7K$5M+0.88%
Q4 201825.0K$4M+0.87%

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