WWM
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Western Wealth Management’s APi Group APG Stock Holding History

Western Wealth Management’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 		$540K Sell
12,750
-85
-0.7% -$3.71K 0.02% 647
2026
Q1 		$520K Buy
+12,835
New +$544K 0.02% 630
2025
Q1 		– Sell
-13,650
Closed -$327K – 682
2024
Q4 		$327K Buy
+13,650
New +$325K 0.02% 584

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

Western Wealth Management's APG Position: Q2 2026 in Review

Western Wealth Management reduced its APi Group (APG) stake by 0.66% in Q2 2026, selling an estimated $3.71K and leaving 12,750 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #647.

Western Wealth Management first reported a position in APG in Q4 2024 and has held it in 3 quarters since. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Western Wealth Management held 12,750 shares of APi Group worth $540K as of Q2 2026.
  • Western Wealth Management sold 85 APi Group shares in Q2 2026, an estimated $3.71K.
  • APi Group made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #647 holding.
  • Western Wealth Management first reported a position in APi Group in Q4 2024 and has held it in 3 quarters since.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.