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Elevation Wealth Partners’s APi Group APG Stock Holding History

Elevation Wealth Partners’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
Q3 		– Sell
-2
Closed -$85 – 1344
2026
Q2 		$85 Sell
2
-34
-94% -$1.49K ﹤0.01% 1295
2026
Q1 		$1.46K Buy
+36
New +$1.53K ﹤0.01% 959

Other funds holding APG

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's APG Position: Q3 2026 in Review

Elevation Wealth Partners sold out of APi Group (APG) in Q3 2026, closing a stake of 2 shares — an estimated $85 sold.

Elevation Wealth Partners first reported a position in APG in Q1 2026 and held it in 2 quarters. The position peaked at $1.46K in Q1 2026. 18 funds tracked by Wall St. Rank hold APG as of Q3 2026.

  • Elevation Wealth Partners reported no remaining APi Group position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 2 APi Group shares in Q3 2026, an estimated $85.
  • Elevation Wealth Partners first reported a position in APi Group in Q1 2026 and held it in 2 quarters.
  • Elevation Wealth Partners's APi Group position peaked at $1.46K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held APi Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.