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True Wealth Design’s APi Group APG Stock Holding History

True Wealth Design’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 		$33.1K Buy
782
+74
+10% +$3.23K 0.01% 638
2026
Q1 		$28.7K Hold
708
– – 0.01% 576
2025
Q4 		$27.1K Sell
708
-6
-0.8% -$222 0.01% 507
2025
Q3 		$24.5K Buy
714
+1
+0.1% +$35 0.01% 538
2025
Q2 		$24.2K Buy
713
+671
+1,598% +$19.2K 0.01% 336
2025
Q1 		$1K Buy
+42
New +$1.05K ﹤0.01% 1267

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

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

True Wealth Design increased its APi Group (APG) stake by 10% in Q2 2026, buying an estimated $3.23K and bringing the position to 782 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #638.

True Wealth Design first reported a position in APG in Q1 2025 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • True Wealth Design held 782 shares of APi Group worth $33.1K as of Q2 2026.
  • True Wealth Design bought 74 APi Group shares in Q2 2026, an estimated $3.23K.
  • APi Group made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #638 holding.
  • True Wealth Design first reported a position in APi Group in Q1 2025 and has held it in 6 quarters since.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

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