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 Q3	$27.4K	Sell	710 -72	-9%	-$2.89K	0.01%	718
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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

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

True Wealth Design reduced its APi Group (APG) stake by 9.2% in Q3 2026, selling an estimated $2.89K and leaving 710 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #718.

True Wealth Design first reported a position in APG in Q1 2025 and has held it in 7 quarters since. The position peaked at $33.1K in Q2 2026. 26 funds tracked by Wall St. Rank hold APG as of Q3 2026.

True Wealth Design held 710 shares of APi Group worth $27.4K as of Q3 2026.
True Wealth Design sold 72 APi Group shares in Q3 2026, an estimated $2.89K.
APi Group made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #718 holding.
True Wealth Design first reported a position in APi Group in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's APi Group position peaked at $33.1K in Q2 2026.
26 funds tracked by Wall St. Rank held APi Group as of Q3 2026.

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