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Wellspring Financial Advisors’s APi Group APG Stock Holding History

Wellspring 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 		$263K Sell
6,205
-382
-6% -$16.7K 0.02% 235
2026
Q1 		$267K Sell
6,587
-707
-10% -$30K 0.02% 231
2025
Q4 		$279K Buy
+7,294
New +$270K 0.02% 208

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

Wellspring Financial Advisors's APG Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its APi Group (APG) stake by 5.8% in Q2 2026, selling an estimated $16.7K and leaving 6,205 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #235.

Wellspring Financial Advisors first reported a position in APG in Q4 2025 and has held it in 3 quarters since. The position peaked at $279K in Q4 2025. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Wellspring Financial Advisors held 6,205 shares of APi Group worth $263K as of Q2 2026.
  • Wellspring Financial Advisors sold 382 APi Group shares in Q2 2026, an estimated $16.7K.
  • APi Group made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #235 holding.
  • Wellspring Financial Advisors first reported a position in APi Group in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's APi Group position peaked at $279K in Q4 2025.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.