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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Wealth's APG Position: Q1 2026 in Review

Simplicity Wealth increased its APi Group (APG) stake by 20% in Q1 2026, buying an estimated $70.8K and bringing the position to 9,833 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #515.

Simplicity Wealth first reported a position in APG in Q3 2025 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold APG as of Q1 2026.

  • Simplicity Wealth held 9,833 shares of APi Group worth $398K as of Q1 2026.
  • Simplicity Wealth bought 1,669 APi Group shares in Q1 2026, an estimated $70.8K.
  • APi Group made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #515 holding.
  • Simplicity Wealth first reported a position in APi Group in Q3 2025 and has held it in 3 quarters since.
  • 573 funds tracked by Wall St. Rank held APi Group as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.