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Principia Wealth Advisory’s APi Group APG Stock Holding History

Principia Wealth Advisory’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 		$1.35K Sell
32
-3
-9% -$131 ﹤0.01% 699
2026
Q1 		$1.42K Buy
35
+18
+106% +$763 ﹤0.01% 612
2025
Q4 		$650 Buy
17
+14
+467% +$518 ﹤0.01% 773
2025
Q3 		$103 Buy
+3
New +$105 ﹤0.01% 930
2025
Q2 		– Sell
-3
Closed -$71 – 947
2025
Q1 		$71 Buy
+3
New +$75 ﹤0.01% 829

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

Principia Wealth Advisory's APG Position: Q2 2026 in Review

Principia Wealth Advisory reduced its APi Group (APG) stake by 8.6% in Q2 2026, selling an estimated $131 and leaving 32 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Principia Wealth Advisory first reported a position in APG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.42K in Q1 2026. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Principia Wealth Advisory held 32 shares of APi Group worth $1.35K as of Q2 2026.
  • Principia Wealth Advisory sold 3 APi Group shares in Q2 2026, an estimated $131.
  • APi Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #699 holding.
  • Principia Wealth Advisory first reported a position in APi Group in Q1 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's APi Group position peaked at $1.42K in Q1 2026.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.