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Modern Wealth Management’s APA Corp APA Stock Holding History

Modern Wealth Management’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
2026
Q2 		$328K Buy
10,057
+1,755
+21% +$65.9K ﹤0.01% 855
2026
Q1 		$343K Buy
+8,302
New +$251K 0.01% 672
2025
Q2 		– Sell
-13,121
Closed -$276K – 777
2025
Q1 		$276K Sell
13,121
-48
-0.4% -$1.05K 0.01% 556
2024
Q4 		$304K Buy
+13,169
New +$308K 0.01% 453

Other funds holding APA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Modern Wealth Management's APA Position: Q2 2026 in Review

Modern Wealth Management increased its APA Corp (APA) stake by 21% in Q2 2026, buying an estimated $65.9K and bringing the position to 10,057 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Modern Wealth Management first reported a position in APA in Q4 2024 and has held it in 4 quarters since. The position peaked at $343K in Q1 2026. 814 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Modern Wealth Management held 10,057 shares of APA Corp worth $328K as of Q2 2026.
  • Modern Wealth Management bought 1,755 APA Corp shares in Q2 2026, an estimated $65.9K.
  • APA Corp made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #855 holding.
  • Modern Wealth Management first reported a position in APA Corp in Q4 2024 and has held it in 4 quarters since.
  • Modern Wealth Management's APA Corp position peaked at $343K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.