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Dogwood Wealth Management’s Apollo Global Management APO Stock Holding History

Dogwood Wealth Management’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 		$16.8K Buy
142
+44
+45% +$5.53K 0.01% 277
2026
Q1 		$10.9K Buy
98
+73
+292% +$9.05K ﹤0.01% 326
2025
Q4 		$3.62K Sell
25
-29
-54% -$3.85K ﹤0.01% 477
2025
Q3 		$7.2K Sell
54
-26
-33% -$3.68K ﹤0.01% 331
2025
Q2 		$11.6K Buy
80
+75
+1,500% +$9.95K 0.01% 240
2025
Q1 		$685 Buy
+5
New +$769 ﹤0.01% 442
2024
Q3 		– Hold
0
– – – 258
2024
Q2 		– Hold
0
– – – 305
2024
Q1 		– Hold
0
– – – 313
2023
Q4 		– Hold
0
– – – 291

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

Dogwood Wealth Management's APO Position: Q2 2026 in Review

Dogwood Wealth Management increased its Apollo Global Management (APO) stake by 45% in Q2 2026, buying an estimated $5.53K and bringing the position to 142 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #277.

Dogwood Wealth Management first reported a position in APO in Q1 2025 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Dogwood Wealth Management held 142 shares of Apollo Global Management worth $16.8K as of Q2 2026.
  • Dogwood Wealth Management bought 44 Apollo Global Management shares in Q2 2026, an estimated $5.53K.
  • Apollo Global Management made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Dogwood Wealth Management first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.