Bell Investment Advisors’s APi Group APG Stock Holding History

Bell Investment 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	$10.5K	Sell	249 -2	-0.8%	-$87	﹤0.01%	688
2026 Q1	$10.2K	Buy	251 +14	+6%	+$594	﹤0.01%	675
2025 Q4	$9.07K	Buy	237 +185	+356%	+$6.84K	﹤0.01%	729
2025 Q3	$1.79K	Sell	52 -1	-2%	-$35	﹤0.01%	1369
2025 Q2	$1.79K	Hold	53	–	–	﹤0.01%	1399
2025 Q1	$1.25K	Hold	53	–	–	﹤0.01%	1477
2024 Q4	$1.26K	Hold	53	–	–	﹤0.01%	1512
2024 Q3	$1.16K	Hold	53	–	–	﹤0.01%	1552
2024 Q2	$1.32K	Hold	53	–	–	﹤0.01%	1519
2024 Q1	$1.38K	Hold	53	–	–	﹤0.01%	1498
2023 Q4	$1.21K	Hold	53	–	–	﹤0.01%	1527
2023 Q3	$908	Sell	53 -52	-50%	-$954	﹤0.01%	1606
2023 Q2	$1.91K	Sell	105 -39	-27%	-$603	﹤0.01%	1323
2023 Q1	$2.16K	Hold	144	–	–	﹤0.01%	1221
2022 Q4	$1.81K	Sell	144 -32	-18%	-$370	﹤0.01%	1345
2022 Q3	$2K	Buy	176 +90	+105%	+$959	﹤0.01%	1031
2022 Q2	$1K	Buy	+86	New	+$1.01K	﹤0.01%	1316
2021 Q4	–	Sell	-36	Closed	–	–	1759
2021 Q3	$0	Buy	+36	New	+$522	﹤0.01%	1715

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

Bell Investment Advisors's APG Position: Q2 2026 in Review

Bell Investment Advisors reduced its APi Group (APG) stake by 0.8% in Q2 2026, selling an estimated $87 and leaving 249 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Bell Investment Advisors first reported a position in APG in Q3 2021 and has held it in 18 quarters since. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

Bell Investment Advisors held 249 shares of APi Group worth $10.5K as of Q2 2026.
Bell Investment Advisors sold 2 APi Group shares in Q2 2026, an estimated $87.
APi Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #688 holding.
Bell Investment Advisors first reported a position in APi Group in Q3 2021 and has held it in 18 quarters since.
578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.