Optivise Advisory Services’s APi Group APG Stock Holding History

Optivise Advisory Services’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 Q3	$214K	Buy	+5,552	New	+$223K	0.11%	210

Other funds holding APG

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Optivise Advisory Services's APG Position: Q3 2026 in Review

Optivise Advisory Services opened a new position in APi Group (APG) in Q3 2026: 5,552 shares worth $214K. The stake represents 0.11% of the portfolio and ranks #210 among its holdings.

316 funds tracked by Wall St. Rank hold APG as of Q3 2026.

Optivise Advisory Services held 5,552 shares of APi Group worth $214K as of Q3 2026.
APi Group was a new Optivise Advisory Services position in Q3 2026.
APi Group made up 0.11% of Optivise Advisory Services's portfolio in Q3 2026, its #210 holding.
316 funds tracked by Wall St. Rank held APi Group as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.