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Steward Partners Investment Advisory’s APi Group APG Stock Holding History

Steward Partners Investment 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 		$68.1K Sell
1,609
-6,628
-80% -$290K ﹤0.01% 2784
2026
Q1 		$334K Sell
8,237
-351
-4% -$14.9K ﹤0.01% 1748
2025
Q4 		$329K Buy
8,588
+1,472
+21% +$54.4K ﹤0.01% 1658
2025
Q3 		$245K Buy
7,116
+186
+3% +$6.49K ﹤0.01% 1766
2025
Q2 		$236K Buy
6,930
+96
+1% +$2.75K ﹤0.01% 1680
2025
Q1 		$163K Buy
6,834
+48
+0.7% +$1.2K ﹤0.01% 1746
2024
Q4 		$163K Sell
6,786
-608
-8% -$14.5K ﹤0.01% 1724
2024
Q3 		$163K Buy
7,394
+822
+13% +$19.3K ﹤0.01% 1632
2024
Q2 		$165K Buy
6,572
+95
+1% +$2.38K ﹤0.01% 1538
2024
Q1 		$170K Buy
6,477
+753
+13% +$17.5K ﹤0.01% 1512
2023
Q4 		$132K Buy
5,724
+46
+0.8% +$887 ﹤0.01% 1555
2023
Q3 		$98.1K Buy
5,678
+86
+2% +$1.58K ﹤0.01% 1574
2023
Q2 		$102K Buy
5,592
+1,318
+31% +$20.4K ﹤0.01% 1579
2023
Q1 		$64K Sell
4,274
-180
-4% -$2.58K ﹤0.01% 1764
2022
Q4 		$55.8K Buy
4,454
+1,529
+52% +$17.7K ﹤0.01% 1792
2022
Q3 		$26K Buy
2,925
+2,539
+658% +$27K ﹤0.01% 2084
2022
Q2 		$4K Sell
386
-8,716
-96% -$103K ﹤0.01% 2800
2022
Q1 		$128K Hold
9,102
– – ﹤0.01% 1498
2021
Q4 		$156K Buy
9,102
+1,425
+19% +$21.9K ﹤0.01% 1409
2021
Q3 		$104K Sell
7,677
-2,324
-23% -$33.7K ﹤0.01% 1526
2021
Q2 		$139K Buy
10,001
+7,547
+308% +$107K ﹤0.01% 1840
2021
Q1 		$33.8K Buy
2,454
+1,666
+211% +$20.9K ﹤0.01% 2200
2020
Q4 		$10K Buy
+788
New +$8.34K ﹤0.01% 2299

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

Steward Partners Investment Advisory's APG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its APi Group (APG) stake by 80% in Q2 2026, selling an estimated $290K and leaving 1,609 shares worth $68.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2784.

Steward Partners Investment Advisory first reported a position in APG in Q4 2020 and has held it in 23 quarters since. The position peaked at $334K in Q1 2026. 583 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Steward Partners Investment Advisory held 1,609 shares of APi Group worth $68.1K as of Q2 2026.
  • Steward Partners Investment Advisory sold 6,628 APi Group shares in Q2 2026, an estimated $290K.
  • APi Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2784 holding.
  • Steward Partners Investment Advisory first reported a position in APi Group in Q4 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's APi Group position peaked at $334K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.