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

Ameliora 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	$17.7K	Hold	150	–	–	0.01%	195
2026 Q1	$16.7K	Sell	150 -20,828	-99%	-$2.58M	0.01%	200
2025 Q4	$3.04M	Buy	20,978 +2,641	+14%	+$351K	0.93%	30
2025 Q3	$2.44M	Buy	18,337 +893	+5%	+$126K	0.81%	31
2025 Q2	$2.47M	Sell	17,444 -5,966	-25%	-$791K	0.89%	29
2025 Q1	$3.21M	Buy	23,410 +799	+4%	+$123K	1.21%	23
2024 Q4	$3.73M	Buy	22,611 +221	+1%	+$35K	1.4%	22
2024 Q3	$2.8M	Buy	22,390 +410	+2%	+$47.3K	1.17%	26
2024 Q2	$2.6M	Buy	21,980 +17,953	+446%	+$2.04M	1.18%	29
2024 Q1	$453K	Hold	4,027	–	–	0.21%	62
2023 Q4	$375K	Buy	+4,027	New	+$356K	0.19%	64

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

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

Ameliora Wealth Management held its Apollo Global Management (APO) position steady in Q2 2026 at 150 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #195.

Ameliora Wealth Management first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.73M in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Ameliora Wealth Management held 150 shares of Apollo Global Management worth $17.7K as of Q2 2026.
Ameliora Wealth Management left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #195 holding.
Ameliora Wealth Management first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
Ameliora Wealth Management's Apollo Global Management position peaked at $3.73M in Q4 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.