AAPL APPLE INC

Ownership history in Equitable Holdings, Inc.  ·  25 quarters on record

This page tracks every 13F SEC filing in which Equitable Holdings, 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
1.51% (2025 Q4)
Avg. % of fund
1.25%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 811,521 +55,771 +7.4% 1.51% $220.6M $271.61
2025 Q3 ADDED 755,750 +26,781 +3.7% 1.42% $192.4M $254.15
2025 Q2 ADDED 728,969 +101,117 +16.1% 1.23% $149.6M $204.55
2025 Q1 ADDED 627,852 +37,443 +6.3% 1.32% $139.5M $221.17
2024 Q4 REDUCED 590,409 -19,440 -3.2% 1.41% $147.9M $249.06
2024 Q3 ADDED 609,849 +23,621 +4.0% 1.38% $142.1M $231.48
2024 Q2 ADDED 586,228 +22,370 +4.0% 1.30% $123.5M $209.00
2024 Q1 REDUCED 563,858 -27,621 -4.7% 1.09% $96.7M $169.93
2023 Q4 ADDED 591,479 +37,613 +6.8% 1.40% $113.9M $190.55
2023 Q3 ADDED 553,866 +25,252 +4.8% 1.36% $94.8M $169.23
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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