Ownership history in Optas, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Optas, LLC 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 | 84,666 | +4,798 | +6.0% | 3.60% | $23.0M | $271.61 |
| 2025 Q3 | ADDED | 79,868 | +1,900 | +2.4% | 3.45% | $20.3M | $254.15 |
| 2025 Q2 | ADDED | 77,968 | +2,665 | +3.5% | 3.04% | $16.0M | $204.55 |
| 2025 Q1 | REDUCED | 75,303 | -4,922 | -6.1% | 2.91% | $16.7M | $221.17 |
| 2024 Q4 | ADDED | 80,225 | +2,818 | +3.6% | 4.33% | $20.1M | $249.06 |
| 2024 Q3 | ADDED | 77,407 | +6,601 | +9.3% | 4.15% | $18.0M | $231.48 |
| 2024 Q2 | ADDED | 70,806 | +6,896 | +10.8% | 3.84% | $14.9M | $209.00 |
| 2024 Q1 | REDUCED | 63,910 | -4,370 | -6.4% | 2.99% | $11.0M | $169.93 |
| 2023 Q4 | ADDED | 68,280 | +1,771 | +2.7% | 3.96% | $13.1M | $190.55 |
| 2023 Q3 | ADDED | 66,509 | +3,708 | +5.9% | 3.79% | $11.4M | $169.23 |
As of 2025 Q4 — sorted by position size