AWM
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aprio Wealth Management's APA Position: Q2 2026 in Review

Aprio Wealth Management increased its APA Corp (APA) stake by 6.3% in Q2 2026, buying an estimated $19.6K and bringing the position to 8,810 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #523.

Aprio Wealth Management first reported a position in APA in Q4 2025 and has held it in 3 quarters since. The position peaked at $352K in Q1 2026. 815 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Aprio Wealth Management held 8,810 shares of APA Corp worth $287K as of Q2 2026.
  • Aprio Wealth Management bought 522 APA Corp shares in Q2 2026, an estimated $19.6K.
  • APA Corp made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #523 holding.
  • Aprio Wealth Management first reported a position in APA Corp in Q4 2025 and has held it in 3 quarters since.
  • Aprio Wealth Management's APA Corp position peaked at $352K in Q1 2026.
  • 815 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.