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Gladstone Institutional Advisory’s APA Corp APA Stock Holding History

Gladstone Institutional Advisory’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,162
Closed -$417K – 793
2025
Q3 		$417K Buy
17,162
+3,864
+29% +$81.6K 0.02% 568
2025
Q2 		$243K Sell
13,298
-790
-6% -$13.7K 0.01% 653
2025
Q1 		$296K Buy
14,088
+487
+4% +$10.7K 0.01% 591
2024
Q4 		$314K Buy
13,601
+4,871
+56% +$114K 0.01% 567
2024
Q3 		$214K Buy
+8,730
New +$245K 0.01% 646

Other funds holding APA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gladstone Institutional Advisory's APA Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of APA Corp (APA) in Q4 2025, closing a stake of 17,162 shares — an estimated $417K sold.

Gladstone Institutional Advisory first reported a position in APA in Q3 2024 and held it in 5 quarters. The position peaked at $417K in Q3 2025. 725 funds tracked by Wall St. Rank hold APA as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining APA Corp position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 17,162 APA Corp shares in Q4 2025, an estimated $417K.
  • Gladstone Institutional Advisory first reported a position in APA Corp in Q3 2024 and held it in 5 quarters.
  • Gladstone Institutional Advisory's APA Corp position peaked at $417K in Q3 2025.
  • 725 funds tracked by Wall St. Rank held APA Corp as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.