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

Aaron 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	$473K	Buy	3,995 +811	+25%	+$102K	0.02%	436
2026 Q1	$355K	Buy	3,184 +273	+9%	+$33.8K	0.02%	500
2025 Q4	$421K	Sell	2,911 -699	-19%	-$92.8K	0.02%	481
2025 Q3	$481K	Buy	3,610 +1,045	+41%	+$148K	0.03%	421
2025 Q2	$364K	Sell	2,565 -91	-3%	-$12.1K	0.04%	314
2025 Q1	$364K	Sell	2,656 -528	-17%	-$81.2K	0.04%	283
2024 Q4	$526K	Buy	3,184 +458	+17%	+$72.6K	0.06%	187
2024 Q3	$341K	Buy	2,726 +210	+8%	+$24.2K	0.04%	270
2024 Q2	$297K	Buy	2,516 +450	+22%	+$51.1K	0.04%	242
2024 Q1	$232K	Buy	+2,066	New	+$218K	0.03%	265
2022 Q2	–	Sell	-39,797	Closed	-$642K	–	234
2022 Q1	$642K	Buy	+39,797	New	+$2.62M	0.01%	457

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

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

Aaron Wealth Advisors increased its Apollo Global Management (APO) stake by 25% in Q2 2026, buying an estimated $102K and bringing the position to 3,995 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #436.

Aaron Wealth Advisors first reported a position in APO in Q1 2022 and has held it in 11 quarters since. The position peaked at $642K in Q1 2022. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Aaron Wealth Advisors held 3,995 shares of Apollo Global Management worth $473K as of Q2 2026.
Aaron Wealth Advisors bought 811 Apollo Global Management shares in Q2 2026, an estimated $102K.
Apollo Global Management made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #436 holding.
Aaron Wealth Advisors first reported a position in Apollo Global Management in Q1 2022 and has held it in 11 quarters since.
Aaron Wealth Advisors's Apollo Global Management position peaked at $642K in Q1 2022.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.