EWA
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EverSource Wealth Advisors’s Apollo Global Management APO Stock Holding History

EverSource Wealth Advisors’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 		$30.1M Sell
254,392
-6,009
-2% -$756K 1.01% 18
2026
Q1 		$29M Sell
260,401
-7,627
-3% -$945K 0.88% 21
2025
Q4 		$38.8M Buy
268,028
+67,261
+34% +$8.93M 1.43% 10
2025
Q3 		$26.8M Buy
200,767
+200,029
+27,104% +$28.3M 1.06% 20
2025
Q2 		$105K Buy
738
+3
+0.4% +$398 ﹤0.01% 1177
2025
Q1 		$101K Buy
735
+318
+76% +$48.9K 0.01% 910
2024
Q4 		$68.9K Sell
417
-16
-4% -$2.54K ﹤0.01% 1045
2024
Q3 		$54.1K Sell
433
-9
-2% -$1.04K ﹤0.01% 1036
2024
Q2 		$55.4K Buy
442
+28
+7% +$3.18K ﹤0.01% 1044
2024
Q1 		$44.9K Buy
414
+11
+3% +$1.16K ﹤0.01% 1024
2023
Q4 		$37.6K Sell
403
-122
-23% -$10.8K ﹤0.01% 1010
2023
Q3 		$47.1K Sell
525
-294
-36% -$24.7K 0.01% 834
2023
Q2 		$62.9K Sell
819
-49
-6% -$3.28K 0.01% 745
2023
Q1 		$54.8K Sell
868
-103
-11% -$6.9K 0.01% 764
2022
Q4 		$61.9K Buy
971
+239
+33% +$14.2K 0.01% 673
2022
Q3 		$34K Hold
732
– – 0.01% 734
2022
Q2 		$36K Buy
732
+177
+32% +$9.63K 0.01% 686
2022
Q1 		$34K Hold
555
– – 0.01% 540
2021
Q4 		$40K Buy
+555
New +$40K 0.01% 466

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

EverSource Wealth Advisors's APO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Apollo Global Management (APO) stake by 2.3% in Q2 2026, selling an estimated $756K and leaving 254,392 shares worth $30.1M. The position accounts for 1.01% of the portfolio, ranked #18.

EverSource Wealth Advisors first reported a position in APO in Q4 2021 and has held it in 19 quarters since. The position peaked at $38.8M in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • EverSource Wealth Advisors held 254,392 shares of Apollo Global Management worth $30.1M as of Q2 2026.
  • EverSource Wealth Advisors sold 6,009 Apollo Global Management shares in Q2 2026, an estimated $756K.
  • Apollo Global Management made up 1.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • EverSource Wealth Advisors first reported a position in Apollo Global Management in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Apollo Global Management position peaked at $38.8M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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