EWA
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EverSource Wealth Advisors’s APi Group APG Stock Holding History

EverSource Wealth 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 		$46.3K Sell
1,094
-1,203
-52% -$52.6K ﹤0.01% 1824
2026
Q1 		$93.1K Buy
2,297
+607
+36% +$25.7K ﹤0.01% 1475
2025
Q4 		$64.7K Sell
1,690
-431
-20% -$15.9K ﹤0.01% 1575
2025
Q3 		$72.9K Buy
2,121
+208
+11% +$7.26K ﹤0.01% 1440
2025
Q2 		$65.1K Buy
1,913
+1,617
+546% +$46.3K ﹤0.01% 1454
2025
Q1 		$7.04K Buy
296
+72
+32% +$1.8K ﹤0.01% 2318
2024
Q4 		$5.36K Buy
224
+68
+44% +$1.62K ﹤0.01% 2312
2024
Q3 		$3.43K Buy
156
+42
+37% +$986 ﹤0.01% 2365
2024
Q2 		$2.88K Sell
114
-3
-3% -$75 ﹤0.01% 2426
2024
Q1 		$3.01K Buy
117
+96
+457% +$2.23K ﹤0.01% 2249
2023
Q4 		$484 Buy
+21
New +$405 ﹤0.01% 2531

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

EverSource Wealth Advisors's APG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its APi Group (APG) stake by 52% in Q2 2026, selling an estimated $52.6K and leaving 1,094 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

EverSource Wealth Advisors first reported a position in APG in Q4 2023 and has held it in 11 quarters since. The position peaked at $93.1K in Q1 2026. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • EverSource Wealth Advisors held 1,094 shares of APi Group worth $46.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,203 APi Group shares in Q2 2026, an estimated $52.6K.
  • APi Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1824 holding.
  • EverSource Wealth Advisors first reported a position in APi Group in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's APi Group position peaked at $93.1K in Q1 2026.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.