Ownership history in Ethic Inc. · 25 quarters on record
This page tracks every 13F SEC filing in which Ethic 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,472,001 | +67,596 | +4.8% | 6.15% | $400.2M | $271.61 |
| 2025 Q3 | ADDED | 1,404,405 | +10,777 | +0.8% | 5.88% | $357.6M | $254.15 |
| 2025 Q2 | ADDED | 1,393,628 | +28,228 | +2.1% | 5.02% | $280.2M | $204.55 |
| 2025 Q1 | ADDED | 1,365,400 | +103,302 | +8.2% | 6.17% | $304.7M | $221.17 |
As of 2025 Q4 — sorted by position size