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180 Wealth Advisors’s Apollo Global Management APO Stock Holding History

180 Wealth Advisors’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$659K Buy
5,571
+131
+2% +$16.5K 0.07% 253
2026
Q1 		$606K Buy
5,440
+1,978
+57% +$245K 0.07% 257
2025
Q4 		$501K Buy
+3,462
New +$460K 0.06% 269

Other funds holding APO

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

180 Wealth Advisors's APO Position: Q2 2026 in Review

180 Wealth Advisors increased its Apollo Global Management (APO) stake by 2.4% in Q2 2026, buying an estimated $16.5K and bringing the position to 5,571 shares worth $659K. The position accounts for 0.07% of the portfolio, ranked #253.

180 Wealth Advisors first reported a position in APO in Q4 2025 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • 180 Wealth Advisors held 5,571 shares of Apollo Global Management worth $659K as of Q2 2026.
  • 180 Wealth Advisors bought 131 Apollo Global Management shares in Q2 2026, an estimated $16.5K.
  • Apollo Global Management made up 0.07% of 180 Wealth Advisors's portfolio in Q2 2026, its #253 holding.
  • 180 Wealth Advisors first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.