Asset Planning Inc’s APi Group APG Stock Holding History

Asset Planning Inc’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	$4.24K	Hold	100	–	–	﹤0.01%	281
2026 Q1	$4.05K	Buy	+100	New	+$4.24K	﹤0.01%	264

Other funds holding APG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Asset Planning Inc's APG Position: Q2 2026 in Review

Asset Planning Inc held its APi Group (APG) position steady in Q2 2026 at 100 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Asset Planning Inc first reported a position in APG in Q1 2026 and has held it in 2 quarters since. 580 funds tracked by Wall St. Rank hold APG as of Q2 2026.

Asset Planning Inc held 100 shares of APi Group worth $4.24K as of Q2 2026.
Asset Planning Inc left its APi Group share count unchanged in Q2 2026.
APi Group made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #281 holding.
Asset Planning Inc first reported a position in APi Group in Q1 2026 and has held it in 2 quarters since.
580 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.