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SHP Wealth Management’s APi Group APG Stock Holding History

SHP Wealth Management’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 		$1.06K Sell
25
-3
-11% -$131 ﹤0.01% 1573
2026
Q1 		$1.14K Buy
+28
New +$1.19K ﹤0.01% 1426

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 $3.38T AUM 44.17% 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

SHP Wealth Management's APG Position: Q2 2026 in Review

SHP Wealth Management reduced its APi Group (APG) stake by 11% in Q2 2026, selling an estimated $131 and leaving 25 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

SHP Wealth Management first reported a position in APG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.14K in Q1 2026. 583 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • SHP Wealth Management held 25 shares of APi Group worth $1.06K as of Q2 2026.
  • SHP Wealth Management sold 3 APi Group shares in Q2 2026, an estimated $131.
  • APi Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1573 holding.
  • SHP Wealth Management first reported a position in APi Group in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's APi Group position peaked at $1.14K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.