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Prevail Innovative Wealth Advisors’s APi Group APG Stock Holding History

Prevail Innovative 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 		$3.33M Buy
78,676
+12,213
+18% +$534K 0.5% 80
2026
Q1 		$2.69M Buy
+66,463
New +$2.82M 0.45% 71

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

Prevail Innovative Wealth Advisors's APG Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its APi Group (APG) stake by 18% in Q2 2026, buying an estimated $534K and bringing the position to 78,676 shares worth $3.33M. The position accounts for 0.5% of the portfolio, ranked #80.

Prevail Innovative Wealth Advisors first reported a position in APG in Q1 2026 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 78,676 shares of APi Group worth $3.33M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 12,213 APi Group shares in Q2 2026, an estimated $534K.
  • APi Group made up 0.5% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Prevail Innovative Wealth Advisors first reported a position in APi Group in Q1 2026 and has held it in 2 quarters since.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

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