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Advisornet Financial’s Apollo Global Management APO Stock Holding History

Advisornet Financial’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 		$117K Buy
988
+54
+6% +$6.79K 0.01% 822
2026
Q1 		$104K Buy
934
+80
+9% +$9.92K 0.01% 813
2025
Q4 		$124K Buy
854
+541
+173% +$71.9K 0.01% 739
2025
Q3 		$41.7K Buy
313
+17
+6% +$2.41K ﹤0.01% 1089
2025
Q2 		$42K Sell
296
-1,810
-86% -$240K ﹤0.01% 1052
2025
Q1 		$288K Buy
2,106
+97
+5% +$14.9K 0.02% 460
2024
Q4 		$332K Buy
2,009
+1,771
+744% +$281K 0.03% 392
2024
Q3 		$29.7K Buy
238
+48
+25% +$5.54K ﹤0.01% 1069
2024
Q2 		$22.4K Sell
190
-90
-32% -$10.2K ﹤0.01% 1055
2024
Q1 		$31.5K Buy
280
+20
+8% +$2.11K ﹤0.01% 952
2023
Q4 		$24.2K Buy
260
+5
+2% +$441 ﹤0.01% 1025
2023
Q3 		$22.9K Buy
255
+135
+113% +$11.3K ﹤0.01% 994
2023
Q2 		$9.22K Sell
120
-61
-34% -$4.08K ﹤0.01% 1349
2023
Q1 		$11.4K Sell
181
-7
-4% -$469 ﹤0.01% 1262
2022
Q4 		$12K Buy
188
+173
+1,153% +$10.3K ﹤0.01% 1241
2022
Q3 		$1K Sell
15
-5
-25% -$275 ﹤0.01% 1734
2022
Q2 		$1K Sell
20
-10,249
-100% -$558K ﹤0.01% 1763
2022
Q1 		$637K Buy
10,269
+1,856
+22% +$122K 0.04% 330
2021
Q4 		$609K Sell
8,413
-69
-0.8% -$4.98K 0.04% 359
2021
Q3 		$522K Sell
8,482
-1,989
-19% -$120K 0.04% 359
2021
Q2 		$651K Buy
+10,471
New +$581K 0.04% 338

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

Advisornet Financial's APO Position: Q2 2026 in Review

Advisornet Financial increased its Apollo Global Management (APO) stake by 5.8% in Q2 2026, buying an estimated $6.79K and bringing the position to 988 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #822.

Advisornet Financial first reported a position in APO in Q2 2021 and has held it in 21 quarters since. The position peaked at $651K in Q2 2021. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Advisornet Financial held 988 shares of Apollo Global Management worth $117K as of Q2 2026.
  • Advisornet Financial bought 54 Apollo Global Management shares in Q2 2026, an estimated $6.79K.
  • Apollo Global Management made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #822 holding.
  • Advisornet Financial first reported a position in Apollo Global Management in Q2 2021 and has held it in 21 quarters since.
  • Advisornet Financial's Apollo Global Management position peaked at $651K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.