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Broadway Wealth Solutions’s Apollo Global Management APO Stock Holding History

Broadway Wealth Solutions’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 		– Sell
-2,980
Closed -$332K – 93
2026
Q1 		$332K Buy
2,980
+592
+25% +$73.4K 0.17% 62
2025
Q4 		$346K Buy
2,388
+87
+4% +$11.6K 0.18% 57
2025
Q3 		$307K Buy
2,301
+132
+6% +$18.7K 0.17% 60
2025
Q2 		$308K Buy
2,169
+216
+11% +$28.6K 0.19% 57
2025
Q1 		$267K Sell
1,953
-128
-6% -$19.7K 0.2% 67
2024
Q4 		$344K Buy
+2,081
New +$330K 0.26% 42

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

Broadway Wealth Solutions's APO Position: Q2 2026 in Review

Broadway Wealth Solutions sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 2,980 shares — an estimated $332K sold.

Broadway Wealth Solutions first reported a position in APO in Q4 2024 and held it in 6 quarters. The position peaked at $346K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Broadway Wealth Solutions reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • Broadway Wealth Solutions sold 2,980 Apollo Global Management shares in Q2 2026, an estimated $332K.
  • Broadway Wealth Solutions first reported a position in Apollo Global Management in Q4 2024 and held it in 6 quarters.
  • Broadway Wealth Solutions's Apollo Global Management position peaked at $346K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.