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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
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

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

Avidian Wealth Enterprises's APO Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Apollo Global Management (APO) in Q2 2026: 1,952 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #663 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in APO as recently as Q4 2025.

Avidian Wealth Enterprises first reported a position in APO in Q4 2025 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Avidian Wealth Enterprises held 1,952 shares of Apollo Global Management worth $231K as of Q2 2026.
  • Apollo Global Management was a new Avidian Wealth Enterprises position in Q2 2026.
  • Apollo Global Management made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #663 holding.
  • Avidian Wealth Enterprises first reported a position in Apollo Global Management in Q4 2025 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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