AAPL APPLE INC

Ownership history in AlTi Global, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which AlTi Global, Inc. reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.91% (2023 Q4)
Avg. % of fund
1.73%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 289,981 -11,466 -3.8% 1.69% $78.8M $271.61
2025 Q3 ADDED 301,447 +9,217 +3.2% 1.80% $76.8M $254.15
2025 Q2 ADDED 292,230 +8,830 +3.1% 1.53% $61.0M $204.55
2025 Q1 REDUCED 283,400 -14,400 -4.8% 1.65% $63.0M $221.17
2024 Q4 REDUCED 297,800 -27,501 -8.5% 1.73% $71.7M $249.06
2024 Q3 ADDED 325,301 +14,791 +4.8% 1.82% $75.8M $231.48
2024 Q2 REDUCED 310,510 -37,866 -10.9% 1.76% $65.4M $209.00
2024 Q1 ADDED 348,376 +24,412 +7.5% 1.66% $59.8M $169.93
2023 Q4 INITIATED 323,964 1.91% $62.4M
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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