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Triad Wealth Partners’s APi Group APG Stock Holding History

Triad Wealth Partners’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 		$411K Buy
10,309
+62
+0.6% +$2.71K 0.02% 369
2026
Q1 		$415K Buy
10,247
+283
+3% +$12K 0.03% 318
2025
Q4 		$381K Buy
9,964
+3,900
+64% +$144K 0.04% 328
2025
Q3 		$208K Sell
6,064
-2
-0% -$70 0.03% 362
2025
Q2 		$206K Buy
+6,066
New +$174K 0.04% 282
2024
Q3 		– Sell
-5,253
Closed -$132K – 93
2024
Q2 		$132K Buy
+5,253
New +$132K 0.07% 127

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

Triad Wealth Partners's APG Position: Q2 2026 in Review

Triad Wealth Partners increased its APi Group (APG) stake by 0.61% in Q2 2026, buying an estimated $2.71K and bringing the position to 10,309 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #369.

Triad Wealth Partners first reported a position in APG in Q2 2024 and has held it in 6 quarters since. The position peaked at $415K in Q1 2026. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Triad Wealth Partners held 10,309 shares of APi Group worth $411K as of Q2 2026.
  • Triad Wealth Partners bought 62 APi Group shares in Q2 2026, an estimated $2.71K.
  • APi Group made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #369 holding.
  • Triad Wealth Partners first reported a position in APi Group in Q2 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's APi Group position peaked at $415K in Q1 2026.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.