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Physician Wealth Advisors’s APi Group APG Stock Holding History

Physician Wealth 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 		$22.1K Hold
523
– – ﹤0.01% 632
2026
Q1 		$21.2K Buy
523
+13
+3% +$551 ﹤0.01% 599
2025
Q4 		$19.5K Hold
510
– – ﹤0.01% 590
2025
Q3 		$17.5K Hold
510
– – ﹤0.01% 606
2025
Q2 		$17.4K Hold
510
– – ﹤0.01% 542
2025
Q1 		$12.2K Hold
510
– – ﹤0.01% 580
2024
Q4 		$12.2K Buy
+510
New +$12.1K ﹤0.01% 599

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 $3.37T AUM 44.26% 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

Physician Wealth Advisors's APG Position: Q2 2026 in Review

Physician Wealth Advisors held its APi Group (APG) position steady in Q2 2026 at 523 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Physician Wealth Advisors first reported a position in APG in Q4 2024 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Physician Wealth Advisors held 523 shares of APi Group worth $22.1K as of Q2 2026.
  • Physician Wealth Advisors left its APi Group share count unchanged in Q2 2026.
  • APi Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #632 holding.
  • Physician Wealth Advisors first reported a position in APi Group in Q4 2024 and has held it in 7 quarters since.
  • 580 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.