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 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

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

Altus Wealth Group's APO Position: Q2 2026 in Review

Altus Wealth Group increased its Apollo Global Management (APO) stake by 0.86% in Q2 2026, buying an estimated $2.01K and bringing the position to 1,869 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #141.

Altus Wealth Group first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.56M in Q2 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Altus Wealth Group held 1,869 shares of Apollo Global Management worth $221K as of Q2 2026.
Altus Wealth Group bought 16 Apollo Global Management shares in Q2 2026, an estimated $2.01K.
Apollo Global Management made up 0.08% of Altus Wealth Group's portfolio in Q2 2026, its #141 holding.
Altus Wealth Group first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
Altus Wealth Group's Apollo Global Management position peaked at $2.56M in Q2 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.