Morningstar U.S. Equity Fund AAPL Holdings History
Morningstar U.S. Equity Fund's Apple Inc Holding Summary
As of 2025-04-30, Morningstar Funds Trust held 355,851.00 shares of Apple Inc(AAPL), totaling $75.62 Mil. This investment constitutes 4.79% of their stock portfolio, and Morningstar Funds Trust now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Morningstar U.S. Equity Fund has made 7 purchases of AAPL, at an average price of $176.92, for a total of 405,165.00 shares. In addition, there have been 4 sales at an average price of $164.56 for 49,314.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Morningstar U.S. Equity Fund's estimated gain on his AAPL holdings is $11.57 Mil, reflecting a 16.15% gain to date.
Morningstar U.S. Equity Fund AAPL ($211.16) Holding Chart
Morningstar U.S. Equity Fund AAPL ($211.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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