Regent Peak Wealth Advisors’s Apollo Global Management APO Stock Holding History

Regent Peak 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	$558K	Buy	4,719 +47	+1%	+$5.91K	0.1%	88
2026 Q1	$521K	Buy	4,672 +25	+0.5%	+$3.1K	0.11%	85
2025 Q4	$673K	Sell	4,647 -4,194	-47%	-$557K	0.13%	72
2025 Q3	$1.18M	Buy	+8,841	New	+$1.25M	0.24%	46
2025 Q1	$616K	Buy	4,499 +118	+3%	+$18.1K	0.15%	70
2024 Q4	$724K	Buy	4,381 +39	+0.9%	+$6.18K	0.16%	65
2024 Q3	$542K	Buy	4,342 +48	+1%	+$5.54K	0.12%	84
2024 Q2	$507K	Buy	+4,294	New	+$487K	0.12%	86
2021 Q1	–	Sell	-3	Closed	–	–	205
2020 Q4	$0	Buy	+3	New	+$134	﹤0.01%	1055

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Regent Peak Wealth Advisors's APO Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Apollo Global Management (APO) stake by 1% in Q2 2026, buying an estimated $5.91K and bringing the position to 4,719 shares worth $558K. The position accounts for 0.1% of the portfolio, ranked #88.

Regent Peak Wealth Advisors first reported a position in APO in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.18M in Q3 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Regent Peak Wealth Advisors held 4,719 shares of Apollo Global Management worth $558K as of Q2 2026.
Regent Peak Wealth Advisors bought 47 Apollo Global Management shares in Q2 2026, an estimated $5.91K.
Apollo Global Management made up 0.1% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Regent Peak Wealth Advisors first reported a position in Apollo Global Management in Q4 2020 and has held it in 9 quarters since.
Regent Peak Wealth Advisors's Apollo Global Management position peaked at $1.18M in Q3 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.