EWA
APG icon

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
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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return