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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
Q1 		$1.36M Sell
12,233
-959
-7% -$119K 0.1% 192
2025
Q4 		$1.91M Sell
13,192
-841
-6% -$112K 0.12% 182
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 		$965M 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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arete Wealth Advisors's APO Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Apollo Global Management (APO) stake by 7.3% in Q1 2026, selling an estimated $119K and leaving 12,233 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #192.

Arete Wealth Advisors first reported a position in APO in Q2 2017 and has held it in 17 quarters since. The position peaked at $965M in Q4 2022. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Arete Wealth Advisors held 12,233 shares of Apollo Global Management worth $1.36M as of Q1 2026.
  • Arete Wealth Advisors sold 959 Apollo Global Management shares in Q1 2026, an estimated $119K.
  • Apollo Global Management made up 0.1% of Arete Wealth Advisors's portfolio in Q1 2026, its #192 holding.
  • Arete Wealth Advisors first reported a position in Apollo Global Management in Q2 2017 and has held it in 17 quarters since.
  • Arete Wealth Advisors's Apollo Global Management position peaked at $965M in Q4 2022.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.