TWD
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

True Wealth Design's APA Position: Q2 2026 in Review

True Wealth Design increased its APA Corp (APA) stake by 37% in Q2 2026, buying an estimated $7.17K and bringing the position to 701 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #765.

True Wealth Design first reported a position in APA in Q4 2022 and has held it in 14 quarters since. 812 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • True Wealth Design held 701 shares of APA Corp worth $22.8K as of Q2 2026.
  • True Wealth Design bought 191 APA Corp shares in Q2 2026, an estimated $7.17K.
  • APA Corp made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #765 holding.
  • True Wealth Design first reported a position in APA Corp in Q4 2022 and has held it in 14 quarters since.
  • 812 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.