AWA
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Acumen Wealth Advisors’s APi Group APG Stock Holding History

Acumen Wealth Advisors’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
2026
Q2 		$16.3K Buy
385
+45
+13% +$1.97K ﹤0.01% 265
2026
Q1 		$13.8K Hold
340
– – ﹤0.01% 261
2025
Q4 		$13K Buy
+340
New +$12.6K ﹤0.01% 266

Other funds holding APG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acumen Wealth Advisors's APG Position: Q2 2026 in Review

Acumen Wealth Advisors increased its APi Group (APG) stake by 13% in Q2 2026, buying an estimated $1.97K and bringing the position to 385 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Acumen Wealth Advisors first reported a position in APG in Q4 2025 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Acumen Wealth Advisors held 385 shares of APi Group worth $16.3K as of Q2 2026.
  • Acumen Wealth Advisors bought 45 APi Group shares in Q2 2026, an estimated $1.97K.
  • APi Group made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #265 holding.
  • Acumen Wealth Advisors first reported a position in APi Group in Q4 2025 and has held it in 3 quarters since.
  • 576 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.