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Simplicity Wealth’s APi Group APG Stock Holding History

Simplicity Wealth’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 		$952K Buy
22,480
+12,647
+129% +$552K 0.03% 432
2026
Q1 		$398K Buy
9,833
+1,669
+20% +$70.8K 0.02% 515
2025
Q4 		$312K Buy
8,164
+892
+12% +$33K 0.02% 541
2025
Q3 		$250K Buy
+7,272
New +$254K 0.01% 607

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

Simplicity Wealth's APG Position: Q2 2026 in Review

Simplicity Wealth increased its APi Group (APG) stake by 129% in Q2 2026, buying an estimated $552K and bringing the position to 22,480 shares worth $952K. The position accounts for 0.03% of the portfolio, ranked #432.

Simplicity Wealth first reported a position in APG in Q3 2025 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Simplicity Wealth held 22,480 shares of APi Group worth $952K as of Q2 2026.
  • Simplicity Wealth bought 12,647 APi Group shares in Q2 2026, an estimated $552K.
  • APi Group made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #432 holding.
  • Simplicity Wealth first reported a position in APi Group in Q3 2025 and has held it in 4 quarters since.
  • 580 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.