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

Physician 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 		$19.5K Buy
165
+41
+33% +$5.16K ﹤0.01% 672
2026
Q1 		$13.8K Sell
124
-138
-53% -$17.1K ﹤0.01% 721
2025
Q4 		$37.9K Buy
262
+96
+58% +$12.8K 0.01% 437
2025
Q3 		$22.1K Buy
166
+61
+58% +$8.64K ﹤0.01% 553
2025
Q2 		$14.9K Buy
105
+8
+8% +$1.06K ﹤0.01% 573
2025
Q1 		$13.3K Buy
97
+6
+7% +$923 ﹤0.01% 566
2024
Q4 		$15K Buy
+91
New +$14.4K ﹤0.01% 561

Other funds holding APO

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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Physician Wealth Advisors increased its Apollo Global Management (APO) stake by 33% in Q2 2026, buying an estimated $5.16K and bringing the position to 165 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Physician Wealth Advisors first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.9K in Q4 2025. 216 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Physician Wealth Advisors held 165 shares of Apollo Global Management worth $19.5K as of Q2 2026.
  • Physician Wealth Advisors bought 41 Apollo Global Management shares in Q2 2026, an estimated $5.16K.
  • Apollo Global Management made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #672 holding.
  • Physician Wealth Advisors first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Apollo Global Management position peaked at $37.9K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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