True Wealth Design
APA icon

True Wealth Design’s APA Corp APA Stock Holding History

True Wealth Design’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$28.4K Sell
683
-18
-3% -$715 0.01% 708
2026
Q2 		$22.8K Buy
701
+191
+37% +$7.17K 0.01% 765
2026
Q1 		$21.7K Buy
510
+161
+46% +$4.87K 0.01% 685
2025
Q4 		$8.54K Buy
349
+116
+50% +$2.81K ﹤0.01% 916
2025
Q3 		$5.67K Buy
233
+27
+13% +$570 ﹤0.01% 1032
2025
Q2 		$3.77K Buy
206
+179
+663% +$3.1K ﹤0.01% 922
2025
Q1 		$568 Buy
+27
New +$593 ﹤0.01% 1496
2024
Q4 		– Sell
-6
Closed -$147 – 1359
2024
Q3 		$147 Hold
6
– – ﹤0.01% 1215
2024
Q2 		$177 Hold
6
– – ﹤0.01% 754
2024
Q1 		$207 Buy
6
+2
+50% +$63 ﹤0.01% 738
2023
Q4 		$144 Buy
4
+1
+33% +$38 ﹤0.01% 714
2023
Q3 		$124 Hold
3
– – ﹤0.01% 705
2023
Q2 		$103 Hold
3
– – ﹤0.01% 717
2023
Q1 		$109 Buy
3
+1
+50% +$40 ﹤0.01% 785
2022
Q4 		$93 Buy
+2
New +$89 ﹤0.01% 736

Other funds holding APA

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Woodstock Corp
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

True Wealth Design's APA Position: Q3 2026 in Review

True Wealth Design reduced its APA Corp (APA) stake by 2.6% in Q3 2026, selling an estimated $715 and leaving 683 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #708.

True Wealth Design first reported a position in APA in Q4 2022 and has held it in 15 quarters since. 147 funds tracked by Wall St. Rank hold APA as of Q3 2026.

  • True Wealth Design held 683 shares of APA Corp worth $28.4K as of Q3 2026.
  • True Wealth Design sold 18 APA Corp shares in Q3 2026, an estimated $715.
  • APA Corp made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #708 holding.
  • True Wealth Design first reported a position in APA Corp in Q4 2022 and has held it in 15 quarters since.
  • 147 funds tracked by Wall St. Rank held APA Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.