Altus Wealth Group’s Apollo Global Management APO Stock Holding History

Altus Wealth Group’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 Q3	$214K	Sell	1,843 -26	-1%	-$3.3K	0.08%	138
2026 Q2	$221K	Buy	1,869 +16	+0.9%	+$2.01K	0.08%	141
2026 Q1	$206K	Sell	1,853 -8,589	-82%	-$1.06M	0.08%	134
2025 Q4	$1.51M	Sell	10,442 -7,779	-43%	-$1.03M	0.6%	33
2025 Q3	$2.43M	Buy	18,221 +198	+1%	+$28K	1%	20
2025 Q2	$2.56M	Buy	18,023 +20	+0.1%	+$2.65K	1.13%	17
2025 Q1	$2.47M	Buy	18,003 +5,013	+39%	+$771K	1.15%	16
2024 Q4	$2.15M	Buy	12,990 +5	+0%	+$792	0.95%	26
2024 Q3	$1.62M	Buy	12,985 +2,557	+25%	+$295K	0.69%	38
2024 Q2	$1.23M	Buy	10,428 +613	+6%	+$69.6K	0.62%	39
2024 Q1	$1.1M	Buy	9,815 +4,112	+72%	+$434K	0.55%	48
2023 Q4	$531K	Buy	+5,703	New	+$504K	0.29%	79

Other funds holding APO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Altus Wealth Group's APO Position: Q3 2026 in Review

Altus Wealth Group reduced its Apollo Global Management (APO) stake by 1.4% in Q3 2026, selling an estimated $3.3K and leaving 1,843 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #138.

Altus Wealth Group first reported a position in APO in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.56M in Q2 2025. 710 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Altus Wealth Group held 1,843 shares of Apollo Global Management worth $214K as of Q3 2026.
Altus Wealth Group sold 26 Apollo Global Management shares in Q3 2026, an estimated $3.3K.
Apollo Global Management made up 0.08% of Altus Wealth Group's portfolio in Q3 2026, its #138 holding.
Altus Wealth Group first reported a position in Apollo Global Management in Q4 2023 and has held it in 12 quarters since.
Altus Wealth Group's Apollo Global Management position peaked at $2.56M in Q2 2025.
710 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.