Creative Planning
APG icon

Creative Planning’s APi Group APG Stock Holding History

Creative Planning’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
Q1 		$3.6M Buy
88,927
+11,552
+15% +$490K ﹤0.01% 1425
2025
Q4 		$2.96M Buy
77,375
+8,610
+13% +$318K ﹤0.01% 1388
2025
Q3 		$2.36M Buy
68,765
+5,934
+9% +$207K ﹤0.01% 1410
2025
Q2 		$2.14M Buy
62,831
+11,994
+24% +$344K ﹤0.01% 1257
2025
Q1 		$1.21M Buy
50,837
+9,560
+23% +$239K ﹤0.01% 1558
2024
Q4 		$990K Sell
41,277
-3,287
-7% -$78.2K ﹤0.01% 1648
2024
Q3 		$981K Sell
44,564
-28,944
-39% -$679K ﹤0.01% 1527
2024
Q2 		$1.84M Buy
73,508
+15,690
+27% +$394K ﹤0.01% 1030
2024
Q1 		$1.51M Buy
57,818
+24,422
+73% +$568K ﹤0.01% 1096
2023
Q4 		$770K Buy
33,396
+16,771
+101% +$323K ﹤0.01% 1400
2023
Q3 		$287K Buy
16,625
+4,472
+37% +$82.1K ﹤0.01% 1975
2023
Q2 		$221K Buy
+12,153
New +$188K ﹤0.01% 2143

Other funds holding APG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's APG Position: Q1 2026 in Review

Creative Planning increased its APi Group (APG) stake by 15% in Q1 2026, buying an estimated $490K and bringing the position to 88,927 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Creative Planning first reported a position in APG in Q2 2023 and has held it in 12 quarters since. 573 funds tracked by Wall St. Rank hold APG as of Q1 2026.

  • Creative Planning held 88,927 shares of APi Group worth $3.6M as of Q1 2026.
  • Creative Planning bought 11,552 APi Group shares in Q1 2026, an estimated $490K.
  • APi Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1425 holding.
  • Creative Planning first reported a position in APi Group in Q2 2023 and has held it in 12 quarters since.
  • 573 funds tracked by Wall St. Rank held APi Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.