Wealth Enhancement Advisory Services
APG icon

Wealth Enhancement Advisory Services’s APi Group APG Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.21M Buy
53,359
+11,919
+29% +$521K ﹤0.01% 1504
2026
Q1 		$1.74M Buy
41,440
+2,694
+7% +$114K ﹤0.01% 1475
2025
Q4 		$1.6M Buy
38,746
+7,367
+23% +$272K ﹤0.01% 1657
2025
Q3 		$1.08M Sell
31,379
-8,938
-22% -$312K ﹤0.01% 1806
2025
Q2 		$923K Buy
40,317
+17,299
+75% +$495K ﹤0.01% 1805
2025
Q1 		$549K Sell
23,018
-10,980
-32% -$275K ﹤0.01% 1991
2024
Q4 		$815K Buy
33,998
+192
+0.6% +$4.57K ﹤0.01% 1666
2024
Q3 		$744K Sell
33,806
-253
-0.7% -$5.94K ﹤0.01% 1576
2024
Q2 		$854K Buy
34,059
+297
+0.9% +$7.46K ﹤0.01% 1353
2024
Q1 		$884K Buy
+33,762
New +$786K ﹤0.01% 1293

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

Wealth Enhancement Advisory Services's APG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its APi Group (APG) stake by 29% in Q2 2026, buying an estimated $521K and bringing the position to 53,359 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Wealth Enhancement Advisory Services first reported a position in APG in Q1 2024 and has held it in 10 quarters since. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 53,359 shares of APi Group worth $2.21M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 11,919 APi Group shares in Q2 2026, an estimated $521K.
  • APi Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1504 holding.
  • Wealth Enhancement Advisory Services first reported a position in APi Group in Q1 2024 and has held it in 10 quarters since.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.