OWA
APO icon

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

Opal 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 		$281K Sell
2,373
-15
-0.6% -$1.89K 0.06% 169
2026
Q1 		$266K Buy
2,388
+430
+22% +$53.3K 0.06% 166
2025
Q4 		$283K Sell
1,958
-10
-0.5% -$1.33K 0.07% 165
2025
Q3 		$262K Sell
1,968
-27
-1% -$3.82K 0.07% 159
2025
Q2 		$283K Sell
1,995
-37
-2% -$4.91K 0.08% 147
2025
Q1 		$278K Sell
2,032
-440
-18% -$67.7K 0.09% 130
2024
Q4 		$408K Sell
2,472
-35
-1% -$5.54K 0.12% 103
2024
Q3 		$313K Sell
2,507
-644
-20% -$74.3K 0.1% 118
2024
Q2 		$372K Buy
3,151
+1,116
+55% +$127K 0.12% 97
2024
Q1 		$229K Buy
+2,035
New +$215K 0.08% 155

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

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

Opal Wealth Advisors reduced its Apollo Global Management (APO) stake by 0.63% in Q2 2026, selling an estimated $1.89K and leaving 2,373 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #169.

Opal Wealth Advisors first reported a position in APO in Q1 2024 and has held it in 10 quarters since. The position peaked at $408K in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Opal Wealth Advisors held 2,373 shares of Apollo Global Management worth $281K as of Q2 2026.
  • Opal Wealth Advisors sold 15 Apollo Global Management shares in Q2 2026, an estimated $1.89K.
  • Apollo Global Management made up 0.06% of Opal Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • Opal Wealth Advisors first reported a position in Apollo Global Management in Q1 2024 and has held it in 10 quarters since.
  • Opal Wealth Advisors's Apollo Global Management position peaked at $408K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.