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Motive Wealth Advisors

SEC CIK
0001877093
Latest filing
Jul 20, 2026

AAPL holding history

Apple Inc. in every 13F filed by Motive Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
16,182
Value
$4.68M
% of portfolio
1.9%
Quarters held
21
Since Q2 2021
Holdings of AAPL by Motive Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,182$4.68M1.9%+245+1.5%AddedHolders
Q1 202615,937$4.04M1.9%−168−1.0%ReducedHolders
Q4 202516,105$4.38M1.9%−131−0.8%ReducedHolders
Q3 202516,236$4.13M1.8%+56+0.3%AddedHolders
Q2 202516,180$3.32M1.5%+1,778+12.3%AddedHolders
Q1 202514,402$3.20M1.7%−801−5.3%ReducedHolders
Q4 202415,203$3.81M2.0%+1,852+13.9%AddedHolders
Q3 202413,351$2.81M1.7%00.0%UnchangedHolders
Q2 202413,351$2.81M1.7%−165−1.2%ReducedHolders
Q1 202413,516$2.32M1.4%+5,407+66.7%AddedHolders
Q4 20238,109$1.56M1.8%−2,309−22.2%ReducedHolders
Q3 202310,418$1.78M2.0%−713−6.4%ReducedHolders
Q2 202311,131$2.16M2.2%+248+2.3%AddedHolders
Q1 202310,883$1.79M2.0%−1,489−12.0%ReducedHolders
Q4 202212,372$1.61M1.2%+638+5.4%AddedHolders
Q3 202211,734$1.62M1.3%+5,543+89.5%AddedHolders
Q2 20226,191$846.0K0.7%−2,500−28.8%ReducedHolders
Q1 20228,691$1.52M1.0%+5,001+135.5%AddedHolders
Q4 20213,690$655.0K0.4%+362+10.9%AddedHolders
Q3 20213,328$471.0K0.3%+1,218+57.7%AddedHolders
Q2 20212,110$289.0K0.2%–No prior filingHolders