SEC 13F Intelligence

Motive Wealth Advisors / AAPL

Motive Wealth Advisors’s Apple Inc Position

Does Motive Wealth Advisors own Apple Inc (AAPL)? Yes15.9K shares worth $4M (+1.90% of its 13F portfolio) as of Q1 2026, down from 16.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
15.9K
% of Portfolio
+1.90%
Quarters Held
20
currently held

Position History AAPL

Reported value by quarter
Q2 ’21: $289,000Q2 ’21Q3 ’21: $471,000Q4 ’21: $655,000Q1 ’22: $2MQ1 ’22Q2 ’22: $846,000Q3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $4MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.9K$4M+1.90%
Q4 202516.1K$4M+1.86%
Q3 202516.2K$4M+1.78%
Q2 202516.2K$3M+1.51%
Q1 202514.4K$3M+1.71%
Q4 202415.2K$4M+2.04%
Q3 202413.4K$3M+1.69%
Q2 202413.4K$3M+1.69%
Q1 202413.5K$2M+1.40%
Q4 20238.1K$2M+1.80%
Q3 202310.4K$2M+1.96%
Q2 202311.1K$2M+2.24%
Q1 202310.9K$2M+1.96%
Q4 202212.4K$2M+1.23%
Q3 202211.7K$2M+1.31%
Q2 20226.2K$846,000+0.67%
Q1 20228.7K$2M+1.04%
Q4 20213.7K$655,000+0.39%
Q3 20213.3K$471,000+0.32%
Q2 20212.1K$289,000+0.21%

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