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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
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

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

Elevation Wealth Partners's APO Position: Q2 2026 in Review

Elevation Wealth Partners increased its Apollo Global Management (APO) stake by 606% in Q2 2026, buying an estimated $13K and bringing the position to 120 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Elevation Wealth Partners first reported a position in APO in Q3 2025 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Elevation Wealth Partners held 120 shares of Apollo Global Management worth $14.2K as of Q2 2026.
  • Elevation Wealth Partners bought 103 Apollo Global Management shares in Q2 2026, an estimated $13K.
  • Apollo Global Management made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #693 holding.
  • Elevation Wealth Partners first reported a position in Apollo Global Management in Q3 2025 and has held it in 4 quarters since.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.