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Monterey Private Wealth Inc. Has $17.36 Million Stake in Apple Inc. $AAPL

Summary by defenseworld.net
Monterey Private Wealth Inc. lessened its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 78,143 shares of the iPhone maker’s stock after selling 335 shares during the quarter. Apple comprises about 5.1% of Monterey Private Wealth Inc.’s investment portfolio, making the stock its 4th largest holding. Monterey Private …

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ETF Daily News broke the news in on Friday, September 12, 2025.
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