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
Q2 		$3.88M Buy
91,725
+2,798
+3% +$122K ﹤0.01% 1597
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 $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

Creative Planning's APG Position: Q2 2026 in Review

Creative Planning increased its APi Group (APG) stake by 3.1% in Q2 2026, buying an estimated $122K and bringing the position to 91,725 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Creative Planning first reported a position in APG in Q2 2023 and has held it in 13 quarters since. 580 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Creative Planning held 91,725 shares of APi Group worth $3.88M as of Q2 2026.
  • Creative Planning bought 2,798 APi Group shares in Q2 2026, an estimated $122K.
  • APi Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1597 holding.
  • Creative Planning first reported a position in APi Group in Q2 2023 and has held it in 13 quarters since.
  • 580 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.