AWM
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Accurate Wealth Management’s APi Group APG Stock Holding History

Accurate Wealth Management’s Portfolio APG Stock Details APG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,429
Closed -$264K – 490
2025
Q2 		$264K Buy
+11,429
New +$327K 0.04% 376

Other funds holding APG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Accurate Wealth Management's APG Position: Q3 2025 in Review

Accurate Wealth Management sold out of APi Group (APG) in Q3 2025, closing a stake of 11,429 shares — an estimated $264K sold.

Accurate Wealth Management first reported a position in APG in Q2 2025 and held it in 1 quarter. The position peaked at $264K in Q2 2025. 475 funds tracked by Wall St. Rank hold APG as of Q3 2025.

  • Accurate Wealth Management reported no remaining APi Group position as of Q3 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 11,429 APi Group shares in Q3 2025, an estimated $264K.
  • Accurate Wealth Management first reported a position in APi Group in Q2 2025 and held it in 1 quarter.
  • Accurate Wealth Management's APi Group position peaked at $264K in Q2 2025.
  • 475 funds tracked by Wall St. Rank held APi Group as of Q3 2025.

Based on Accurate Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.