Elevation Wealth Partners
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Elevation Wealth Partners’s Apollo Global Management APO Stock Holding History

Elevation Wealth Partners’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 		$19.3K Buy
166
+46
+38% +$5.84K 0.01% 694
2026
Q2 		$14.2K Buy
120
+103
+606% +$13K ﹤0.01% 693
2026
Q1 		$1.9K Sell
17
-24
-59% -$2.98K ﹤0.01% 921
2025
Q4 		$5.94K Buy
41
+9
+28% +$1.2K ﹤0.01% 593
2025
Q3 		$4.26K Buy
+32
New +$4.53K ﹤0.01% 508

Other funds holding APO

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Elevation Wealth Partners's APO Position: Q3 2026 in Review

Elevation Wealth Partners increased its Apollo Global Management (APO) stake by 38% in Q3 2026, buying an estimated $5.84K and bringing the position to 166 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #694.

Elevation Wealth Partners first reported a position in APO in Q3 2025 and has held it in 5 quarters since. 462 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Elevation Wealth Partners held 166 shares of Apollo Global Management worth $19.3K as of Q3 2026.
  • Elevation Wealth Partners bought 46 Apollo Global Management shares in Q3 2026, an estimated $5.84K.
  • Apollo Global Management made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #694 holding.
  • Elevation Wealth Partners first reported a position in Apollo Global Management in Q3 2025 and has held it in 5 quarters since.
  • 462 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.