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Avior Wealth Management’s APi Group APG Stock Holding History

Avior 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
2026
Q2 		$351K Buy
8,287
+1,653
+25% +$72.2K 0.01% 608
2026
Q1 		$269K Sell
6,634
-661
-9% -$28K 0.01% 714
2025
Q4 		$279K Buy
+7,295
New +$270K 0.01% 633
2025
Q1 		– Sell
-1,500
Closed -$36K – 819
2024
Q4 		$36K Hold
1,500
– – ﹤0.01% 1254
2024
Q3 		$33K Buy
+1,500
New +$35.2K ﹤0.01% 1264
2024
Q2 		– Sell
-60
Closed -$1.57K – 2337
2024
Q1 		$1.57K Buy
+60
New +$1.4K ﹤0.01% 2318

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

Avior Wealth Management's APG Position: Q2 2026 in Review

Avior Wealth Management increased its APi Group (APG) stake by 25% in Q2 2026, buying an estimated $72.2K and bringing the position to 8,287 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #608.

Avior Wealth Management first reported a position in APG in Q1 2024 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Avior Wealth Management held 8,287 shares of APi Group worth $351K as of Q2 2026.
  • Avior Wealth Management bought 1,653 APi Group shares in Q2 2026, an estimated $72.2K.
  • APi Group made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #608 holding.
  • Avior Wealth Management first reported a position in APi Group in Q1 2024 and has held it in 6 quarters since.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.