UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for AAPL

UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 1.8M shares with a market value of $447.3M. It started holding AAPL on 2024-09-30. At its peak, it held 1.8M shares on 2025-12-31. Its highest holding value was $485.4M on 2025-12-31. At its lowest, it held 1.4M shares on 2024-12-31, with a value of $301.3M on 2025-06-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 212.6K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 293.1K.

It has also owned 162 contracts of puts, with the market value of the underlying securities totaling $4.1M on 2024-09-30. At its peak, it held 10.5K contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $4.3M on 2025-12-31. At its lowest, it held 57 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $4.5K on 2024-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its holdings by 27 contracts. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its holdings by 1.8M contracts.