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United Capital Financial Advisors’s APi Group APG Stock Holding History

United Capital Financial Advisors’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 		$205K Sell
4,843
-3,375
-41% -$147K ﹤0.01% 1541
2026
Q1 		$333K Buy
+8,218
New +$348K ﹤0.01% 1291

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

United Capital Financial Advisors's APG Position: Q2 2026 in Review

United Capital Financial Advisors reduced its APi Group (APG) stake by 41% in Q2 2026, selling an estimated $147K and leaving 4,843 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

United Capital Financial Advisors first reported a position in APG in Q1 2026 and has held it in 2 quarters since. The position peaked at $333K in Q1 2026. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • United Capital Financial Advisors held 4,843 shares of APi Group worth $205K as of Q2 2026.
  • United Capital Financial Advisors sold 3,375 APi Group shares in Q2 2026, an estimated $147K.
  • APi Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1541 holding.
  • United Capital Financial Advisors first reported a position in APi Group in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's APi Group position peaked at $333K in Q1 2026.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.