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Abound Wealth Management’s Apollo Global Management APO Stock Holding History

Abound Wealth Management’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 		$460 Sell
4
-94
-96% -$11.8K ﹤0.01% 958
2026
Q1 		$10.9K Buy
98
+48
+96% +$5.95K ﹤0.01% 523
2025
Q4 		$7.26K Hold
50
– – ﹤0.01% 573
2025
Q3 		$6.68K Hold
50
– – ﹤0.01% 576
2025
Q2 		$7.08K Hold
50
– – ﹤0.01% 503
2025
Q1 		$6.83K Sell
50
-16
-24% -$2.46K ﹤0.01% 473
2024
Q4 		$10.9K Buy
66
+62
+1,550% +$9.82K ﹤0.01% 371
2024
Q3 		$485 Hold
4
– – ﹤0.01% 880
2024
Q2 		$459 Hold
4
– – ﹤0.01% 850
2024
Q1 		$437 Buy
+4
New +$422 ﹤0.01% 941

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

Abound Wealth Management's APO Position: Q2 2026 in Review

Abound Wealth Management reduced its Apollo Global Management (APO) stake by 96% in Q2 2026, selling an estimated $11.8K and leaving 4 shares worth $460. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Abound Wealth Management first reported a position in APO in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.9K in Q1 2026. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Abound Wealth Management held 4 shares of Apollo Global Management worth $460 as of Q2 2026.
  • Abound Wealth Management sold 94 Apollo Global Management shares in Q2 2026, an estimated $11.8K.
  • Apollo Global Management made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #958 holding.
  • Abound Wealth Management first reported a position in Apollo Global Management in Q1 2024 and has held it in 10 quarters since.
  • Abound Wealth Management's Apollo Global Management position peaked at $10.9K in Q1 2026.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.