AAPL APPLE INC

Ownership history in Vident Advisory, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Vident Advisory, 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.

Peak position
2.36% (2024 Q4)
Avg. % of fund
1.77%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 784,348 -3,868 -0.5% 1.94% $213.2M $271.61
2025 Q3 ADDED 788,216 +33,095 +4.4% 1.92% $200.7M $254.15
2025 Q2 ADDED 755,121 +54,298 +7.7% 1.74% $154.9M $204.55
2025 Q1 ADDED 700,823 +163,412 +30.4% 2.27% $155.7M $221.17
2024 Q4 ADDED 537,411 +153,498 +40.0% 2.36% $134.6M $249.06
2024 Q3 ADDED 383,913 +36,900 +10.6% 2.25% $89.5M $231.48
2024 Q2 ADDED 347,013 +61,088 +21.4% 2.02% $73.1M $209.00
2024 Q1 ADDED 285,925 +59,568 +26.3% 1.02% $49.0M $169.93
2023 Q4 ADDED 226,357 +29,449 +15.0% 1.10% $43.6M $190.55
2023 Q3 INITIATED 196,908 1.04% $33.7M
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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