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Concurrent Investment Advisors’s APi Group APG Stock Holding History

Concurrent 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 		$447K Buy
10,558
+189
+2% +$8.26K ﹤0.01% 1470
2026
Q1 		$420K Buy
10,369
+1,224
+13% +$51.9K ﹤0.01% 1301
2025
Q4 		$350K Buy
9,145
+1,411
+18% +$52.2K ﹤0.01% 1306
2025
Q3 		$266K Sell
7,734
-140
-2% -$4.89K ﹤0.01% 1209
2025
Q2 		$268K Buy
+7,874
New +$226K 0.01% 1118

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 $3.38T AUM 44.17% 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

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

Concurrent Investment Advisors increased its APi Group (APG) stake by 1.8% in Q2 2026, buying an estimated $8.26K and bringing the position to 10,558 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Concurrent Investment Advisors first reported a position in APG in Q2 2025 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Concurrent Investment Advisors held 10,558 shares of APi Group worth $447K as of Q2 2026.
  • Concurrent Investment Advisors bought 189 APi Group shares in Q2 2026, an estimated $8.26K.
  • APi Group made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1470 holding.
  • Concurrent Investment Advisors first reported a position in APi Group in Q2 2025 and has held it in 5 quarters since.
  • 583 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.