Kingswood Wealth Advisors’s Apollo Global Management APO Stock Holding History

Kingswood 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	$496K	Buy	4,195 +104	+3%	+$13.1K	0.02%	612
2026 Q1	$456K	Sell	4,091 -30	-0.7%	-$3.72K	0.02%	572
2025 Q4	$597K	Buy	4,121 +467	+13%	+$62K	0.03%	480
2025 Q3	$487K	Buy	3,654 +136	+4%	+$19.3K	0.03%	483
2025 Q2	$499K	Buy	3,518 +126	+4%	+$16.7K	0.04%	412
2025 Q1	$467K	Sell	3,392 -2,029	-37%	-$312K	0.04%	414
2024 Q4	$895K	Buy	5,421 +2,691	+99%	+$426K	0.07%	300
2024 Q3	$343K	Buy	+2,730	New	+$315K	0.02%	544
2024 Q2	–	Sell	-3,255	Closed	-$366K	–	659
2024 Q1	$366K	Buy	3,255 +318	+11%	+$33.6K	0.04%	422
2023 Q4	$274K	Buy	+2,937	New	+$259K	0.03%	507

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Apollo Global Management (APO) stake by 2.5% in Q2 2026, buying an estimated $13.1K and bringing the position to 4,195 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #612.

Kingswood Wealth Advisors first reported a position in APO in Q4 2023 and has held it in 10 quarters since. The position peaked at $895K in Q4 2024. 631 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Kingswood Wealth Advisors held 4,195 shares of Apollo Global Management worth $496K as of Q2 2026.
Kingswood Wealth Advisors bought 104 Apollo Global Management shares in Q2 2026, an estimated $13.1K.
Apollo Global Management made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #612 holding.
Kingswood Wealth Advisors first reported a position in Apollo Global Management in Q4 2023 and has held it in 10 quarters since.
Kingswood Wealth Advisors's Apollo Global Management position peaked at $895K in Q4 2024.
631 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.