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Pinnacle Wealth Planning Services’s APi Group APG Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$105K Sell
2,484
-815
-25% -$35.6K 0.01% 839
2026
Q1 		$134K Sell
3,299
-88
-3% -$3.73K 0.01% 643
2025
Q4 		$130K Buy
+3,387
New +$125K 0.01% 654
2021
Q1 		– Sell
-5,249
Closed -$64K – 437
2020
Q4 		$64K Buy
+5,249
New +$55.6K 0.02% 670

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

Pinnacle Wealth Planning Services's APG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its APi Group (APG) stake by 25% in Q2 2026, selling an estimated $35.6K and leaving 2,484 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #839.

Pinnacle Wealth Planning Services first reported a position in APG in Q4 2020 and has held it in 4 quarters since. The position peaked at $134K in Q1 2026. 580 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,484 shares of APi Group worth $105K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 815 APi Group shares in Q2 2026, an estimated $35.6K.
  • APi Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #839 holding.
  • Pinnacle Wealth Planning Services first reported a position in APi Group in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's APi Group position peaked at $134K in Q1 2026.
  • 580 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.