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 Q3	$20.7K	Buy	535 +12	+2%	+$482	﹤0.01%	680
2026 Q2	$22.2K	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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Royal London Asset Management United Kingdom $54.5B AUM 31.87% 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

Physician Wealth Advisors's APG Position: Q3 2026 in Review

Physician Wealth Advisors increased its APi Group (APG) stake by 2.3% in Q3 2026, buying an estimated $482 and bringing the position to 535 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Physician Wealth Advisors first reported a position in APG in Q4 2024 and has held it in 8 quarters since. The position peaked at $22.2K in Q2 2026. 328 funds tracked by Wall St. Rank hold APG as of Q3 2026.

Physician Wealth Advisors held 535 shares of APi Group worth $20.7K as of Q3 2026.
Physician Wealth Advisors bought 12 APi Group shares in Q3 2026, an estimated $482.
APi Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #680 holding.
Physician Wealth Advisors first reported a position in APi Group in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's APi Group position peaked at $22.2K in Q2 2026.
328 funds tracked by Wall St. Rank held APi Group as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.