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

Activest 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 		$4.14K Sell
35
-133
-79% -$16.7K ﹤0.01% 741
2026
Q1 		$18.7K Sell
168
-739
-81% -$91.6K ﹤0.01% 535
2025
Q4 		$131K Buy
907
+705
+349% +$93.6K 0.02% 193
2025
Q3 		$26.9K Buy
202
+7
+4% +$991 0.01% 336
2025
Q2 		$27.7K Buy
195
+175
+875% +$23.2K 0.01% 274
2025
Q1 		$2.74K Buy
20
+17
+567% +$2.61K ﹤0.01% 605
2024
Q4 		$495 Buy
+3
New +$475 ﹤0.01% 528

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

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

Activest Wealth Management reduced its Apollo Global Management (APO) stake by 79% in Q2 2026, selling an estimated $16.7K and leaving 35 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Activest Wealth Management first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $131K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Activest Wealth Management held 35 shares of Apollo Global Management worth $4.14K as of Q2 2026.
  • Activest Wealth Management sold 133 Apollo Global Management shares in Q2 2026, an estimated $16.7K.
  • Apollo Global Management made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #741 holding.
  • Activest Wealth Management first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's Apollo Global Management position peaked at $131K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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