Question 1

How many shares of AAPL does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.8M shares of AAPL (APPLE INC).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's AAPL position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's AAPL position is worth $447.3M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling AAPL?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their AAPL position (-1.3% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy AAPL?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in AAPL in 2026-Q1. They have held the position across 29 quarters.