PWMG
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Private Wealth Management Group’s APi Group APG Stock Holding History

Private Wealth Management Group’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 		$6.35K Buy
150
+93
+163% +$4.06K ﹤0.01% 751
2026
Q1 		$2.31K Hold
57
– – ﹤0.01% 1038
2025
Q4 		$2.18K Hold
57
– – ﹤0.01% 1054
2025
Q3 		$1.96K Hold
57
– – ﹤0.01% 1113
2025
Q2 		$1.94K Buy
+57
New +$1.63K ﹤0.01% 1092

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

Private Wealth Management Group's APG Position: Q2 2026 in Review

Private Wealth Management Group increased its APi Group (APG) stake by 163% in Q2 2026, buying an estimated $4.06K and bringing the position to 150 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Private Wealth Management Group first reported a position in APG in Q2 2025 and has held it in 5 quarters since. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Private Wealth Management Group held 150 shares of APi Group worth $6.35K as of Q2 2026.
  • Private Wealth Management Group bought 93 APi Group shares in Q2 2026, an estimated $4.06K.
  • APi Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #751 holding.
  • Private Wealth Management Group first reported a position in APi Group in Q2 2025 and has held it in 5 quarters since.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.