AWE
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Avidian Wealth Enterprises’s Apollo Global Management APO Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$231K Buy
1,992
+40
+2% +$5.08K 0.01% 682
2026
Q2 		$231K Buy
+1,952
New +$245K 0.01% 663
2026
Q1 		– Sell
-1,526
Closed -$221K – 677
2025
Q4 		$221K Buy
+1,526
New +$203K 0.01% 538

Other funds holding APO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Avidian Wealth Enterprises's APO Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Apollo Global Management (APO) stake by 2% in Q3 2026, buying an estimated $5.08K and bringing the position to 1,992 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #682.

Avidian Wealth Enterprises first reported a position in APO in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Avidian Wealth Enterprises held 1,992 shares of Apollo Global Management worth $231K as of Q3 2026.
  • Avidian Wealth Enterprises bought 40 Apollo Global Management shares in Q3 2026, an estimated $5.08K.
  • Apollo Global Management made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #682 holding.
  • Avidian Wealth Enterprises first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.