Aprio Wealth Management
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Aprio Wealth Management’s APA Corp APA Stock Holding History

Aprio Wealth Management’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$314K Sell
7,563
-1,247
-14% -$49.5K 0.01% 513
2026
Q2 		$287K Buy
8,810
+522
+6% +$19.6K 0.01% 523
2026
Q1 		$352K Sell
8,288
-12
-0.1% -$363 0.02% 449
2025
Q4 		$203K Buy
+8,300
New +$201K 0.01% 525

Other funds holding APA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Aprio Wealth Management's APA Position: Q3 2026 in Review

Aprio Wealth Management reduced its APA Corp (APA) stake by 14% in Q3 2026, selling an estimated $49.5K and leaving 7,563 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #513.

Aprio Wealth Management first reported a position in APA in Q4 2025 and has held it in 4 quarters since. The position peaked at $352K in Q1 2026. 531 funds tracked by Wall St. Rank hold APA as of Q3 2026.

  • Aprio Wealth Management held 7,563 shares of APA Corp worth $314K as of Q3 2026.
  • Aprio Wealth Management sold 1,247 APA Corp shares in Q3 2026, an estimated $49.5K.
  • APA Corp made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #513 holding.
  • Aprio Wealth Management first reported a position in APA Corp in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's APA Corp position peaked at $352K in Q1 2026.
  • 531 funds tracked by Wall St. Rank held APA Corp as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.