SEC 13F Intelligence

Curated Wealth Partners LLC / AAPL

Curated Wealth Partners LLC’s Apple Inc Position

Does Curated Wealth Partners LLC own Apple Inc (AAPL)? Yes40.9K shares worth $10M (+1.31% of its 13F portfolio) as of Q1 2026, up from 33.2K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
40.9K
% of Portfolio
+1.31%
Quarters Held
21
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $6MQ3 ’21Q4 ’21: $8MQ1 ’22: $8MQ2 ’22: $6MQ2 ’22Q3 ’22: $6MQ4 ’22: $6MQ1 ’23: $7MQ1 ’23Q2 ’23: $9MQ3 ’23: $8MQ4 ’23: $8MQ4 ’23Q2 ’24: $11MQ3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $10MQ2 ’25: $10MQ3 ’25: $11MQ3 ’25Q4 ’25: $9MQ1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.9K$10M+1.31%
Q4 202533.2K$9M+0.98%
Q3 202544.7K$11M+1.38%
Q2 202547.5K$10M+1.14%
Q1 202546.7K$10M+1.34%
Q4 202449.3K$12M+1.41%
Q3 202453.0K$12M+1.58%
Q2 202450.1K$11M+1.47%
Q4 202343.2K$8M+1.36%
Q3 202345.1K$8M+1.41%
Q2 202345.1K$9M+1.70%
Q1 202345.1K$7M+1.67%
Q4 202246.9K$6M+1.48%
Q3 202246.9K$6M+1.91%
Q2 202246.8K$6M+1.88%
Q1 202245.0K$8M+2.71%
Q4 202145.0K$8M+2.58%
Q3 202145.0K$6M+3.55%
Q2 202144.9K$6M+3.35%
Q1 202145.2K$6M+3.39%
Q4 202045.0K$6M+3.87%

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