Arete Wealth Advisors’s Apollo Global Management APO Stock Holding History

Arete Wealth Advisors’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	$1.47M	Buy	12,416 +183	+1%	+$23K	0.1%	189
2026 Q1	$1.36M	Sell	12,233 -958	-7%	-$119K	0.1%	192
2025 Q4	$1.91M	Sell	13,191 -842	-6%	-$112K	0.13%	167
2025 Q3	$1.87M	Buy	14,033 +154	+1%	+$21.8K	0.12%	179
2025 Q2	$1.97M	Sell	13,879 -469	-3%	-$62.2K	0.14%	150
2025 Q1	$1.97M	Buy	14,348 +752	+6%	+$116K	0.15%	145
2024 Q4	$2.25M	Buy	13,596 +3,009	+28%	+$477K	0.16%	130
2024 Q3	$1.32M	Sell	10,587 -2,455	-19%	-$283K	0.11%	176
2024 Q2	$1.54M	Sell	13,042 -346	-3%	-$39.3K	0.13%	168
2024 Q1	$1.5M	Buy	13,388 +856	+7%	+$90.3K	0.14%	164
2023 Q4	$1.17M	Buy	12,532 +660	+6%	+$58.3K	0.09%	220
2023 Q3	$1.07M	Sell	11,872 -3,558	-23%	-$299K	0.18%	121
2023 Q2	$1.19M	Buy	15,430 +136	+0.9%	+$9.09K	0.1%	187
2023 Q1	$966K	Buy	15,294 +168	+1%	+$11.3K	0.08%	217
2022 Q4	$965K	Buy	15,126 +135	+0.9%	+$8.02K	0.08%	209
2022 Q3	$697K	Buy	+14,991	New	+$823K	0.07%	244
2017 Q4	–	Sell	-14,630	Closed	-$440K	–	314
2017 Q3	$440K	Buy	14,630 +3,730	+34%	+$107K	0.18%	166
2017 Q2	$288K	Buy	+10,900	New	+$290K	0.13%	192

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Arete Wealth Advisors's APO Position: Q2 2026 in Review

Arete Wealth Advisors increased its Apollo Global Management (APO) stake by 1.5% in Q2 2026, buying an estimated $23K and bringing the position to 12,416 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #189.

Arete Wealth Advisors first reported a position in APO in Q2 2017 and has held it in 18 quarters since. The position peaked at $2.25M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Arete Wealth Advisors held 12,416 shares of Apollo Global Management worth $1.47M as of Q2 2026.
Arete Wealth Advisors bought 183 Apollo Global Management shares in Q2 2026, an estimated $23K.
Apollo Global Management made up 0.1% of Arete Wealth Advisors's portfolio in Q2 2026, its #189 holding.
Arete Wealth Advisors first reported a position in Apollo Global Management in Q2 2017 and has held it in 18 quarters since.
Arete Wealth Advisors's Apollo Global Management position peaked at $2.25M in Q4 2024.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.