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Aventura Private Wealth’s Apollo Global Management APO Stock Holding History

Aventura Private Wealth’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 		$592 Hold
5
– – ﹤0.01% 922
2026
Q1 		$557 Sell
5
-110
-96% -$13.6K ﹤0.01% 838
2025
Q4 		$16.6K Buy
115
+81
+238% +$10.8K 0.01% 443
2025
Q3 		$4.53K Buy
+34
New +$4.81K ﹤0.01% 594

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
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

Aventura Private Wealth's APO Position: Q2 2026 in Review

Aventura Private Wealth held its Apollo Global Management (APO) position steady in Q2 2026 at 5 shares worth $592. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Aventura Private Wealth first reported a position in APO in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.6K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Aventura Private Wealth held 5 shares of Apollo Global Management worth $592 as of Q2 2026.
  • Aventura Private Wealth left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #922 holding.
  • Aventura Private Wealth first reported a position in Apollo Global Management in Q3 2025 and has held it in 4 quarters since.
  • Aventura Private Wealth's Apollo Global Management position peaked at $16.6K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.