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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
Q2 		$996K Buy
23,520
+16,363
+229% +$715K 0.02% 584
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
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's APG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its APi Group (APG) stake by 229% in Q2 2026, buying an estimated $715K and bringing the position to 23,520 shares worth $996K. The position accounts for 0.02% of the portfolio, ranked #584.

Mount Yale Investment Advisors first reported a position in APG in Q1 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Mount Yale Investment Advisors held 23,520 shares of APi Group worth $996K as of Q2 2026.
  • Mount Yale Investment Advisors bought 16,363 APi Group shares in Q2 2026, an estimated $715K.
  • APi Group made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #584 holding.
  • Mount Yale Investment Advisors first reported a position in APi Group in Q1 2024 and has held it in 7 quarters since.
  • 583 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.