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Mount Yale Investment Advisors’s APi Group APG Stock Holding History

Mount Yale Investment 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 		$290K Buy
+7,157
New +$303K 0.01% 908
2025
Q3 		– Sell
-14,964
Closed -$509K – 723
2025
Q2 		$509K Buy
14,964
+4,599
+44% +$132K 0.04% 339
2025
Q1 		$247K Hold
10,365
– – 0.02% 480
2024
Q4 		$249K Buy
+10,365
New +$246K 0.02% 492
2024
Q3 		– Sell
-10,365
Closed -$260K – 545
2024
Q2 		$260K Hold
10,365
– – 0.02% 470
2024
Q1 		$271K Buy
+10,365
New +$241K 0.02% 476

Other funds holding APG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's APG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in APi Group (APG) in Q1 2026: 7,157 shares worth $290K. The stake represents 0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in APG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in APG in Q1 2024 and has held it in 6 quarters since. The position peaked at $509K in Q2 2025. 575 funds tracked by Wall St. Rank hold APG as of Q1 2026.

  • Mount Yale Investment Advisors held 7,157 shares of APi Group worth $290K as of Q1 2026.
  • APi Group was a new Mount Yale Investment Advisors position in Q1 2026.
  • APi Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #908 holding.
  • Mount Yale Investment Advisors first reported a position in APi Group in Q1 2024 and has held it in 6 quarters since.
  • Mount Yale Investment Advisors's APi Group position peaked at $509K in Q2 2025.
  • 575 funds tracked by Wall St. Rank held APi Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.