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Intentional Wealth Strategies’s American Public Education APEI Stock Holding History

Intentional Wealth Strategies’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-59
Closed -$3.36K – 120
2026
Q1 		$3.36K Buy
+59
New +$2.7K ﹤0.01% 563

Other funds holding APEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Intentional Wealth Strategies's APEI Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of American Public Education (APEI) in Q2 2026, closing a stake of 59 shares — an estimated $3.36K sold.

Intentional Wealth Strategies first reported a position in APEI in Q1 2026 and held it in 1 quarter. The position peaked at $3.36K in Q1 2026. 209 funds tracked by Wall St. Rank hold APEI as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining American Public Education position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 59 American Public Education shares in Q2 2026, an estimated $3.36K.
  • Intentional Wealth Strategies first reported a position in American Public Education in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's American Public Education position peaked at $3.36K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held American Public Education as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.