Unified Investment Management APTV — APTIV PLC

Ownership history in Unified Investment Management  ·  4 quarters on record

AI Ownership Summary

Unified Investment Management reported APTIV PLC (APTV) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.05% in 2025 Q3. The latest visible filing shows APTV at 0.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APTV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Unified Investment Management's position in APTIV PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

APTV was reported at 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APTV stock page Unified Investment Management fund profile Unified Investment Management full holdings
How Unified Investment Management held APTV — position size vs. price
% of Fund (quarterly)    APTV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 12,384 +161 +1.3% 0.94% $942K 2026-02-09 $83.37
2025 Q3 ADDED — — — 12,223 +178 +1.5% 1.05% $1.1M 2025-10-27 $86.11
2025 Q2 ADDED — — — 12,045 +435 +3.7% 0.88% $822K 2025-07-15 $69.30
2025 Q1 INITIATED — — — 11,610 — — 0.82% $691K 2025-04-25 $55.93

🏢 Other funds also holding APTV

As of 2026 Q2 — sorted by position size

Olstein Capital Management, L.P. 3Y 7Y 1.2% SHAYNE & JACOBS, LLC 3Y 7Y 1.14% Palouse Capital Management, Inc. 3Y 7Y 0.86% Gilman Hill Asset Management, LLC 3Y 7Y 0.67% Arbor Wealth Advisors LLC 0.64% BDF-GESTION 0.52% THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 0.52% Polianta Ltd 3Y 7Y 0.2% FULTON BANK, N.A. 3Y 7Y 0.06% Grove Bank & Trust 3Y 7Y 0.06%

FAQ About Unified Investment Management and APTV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Unified Investment Management reported owning APTV?

Unified Investment Management reported APTV across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported APTV position in Unified Investment Management's portfolio?

The largest reported portfolio weight for APTV was 1.05% in 2025 Q3.

What is the latest reported APTV position on this page?

The most recent filing on this page is 2025 Q4, when Unified Investment Management reported 12,384 shares, equal to 0.94% of portfolio, with an estimated market value of $942K.

What does the chart on this APTV ownership page compare?

The chart compares Unified Investment Management's quarterly APTV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Unified Investment Management time their APTV position?

Based on 13F filing dates vs. subsequent APTV price moves, Unified Investment Management correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on APTV relative to SPY over the holding period was +22.2%.

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