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Retirement Wealth Solutions’s Apollo Global Management APO Stock Holding History

Retirement Wealth Solutions’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
Q3 		$15.5K Buy
134
+10
+8% +$1.27K 0.01% 210
2026
Q2 		$14.7K Hold
124
– – 0.01% 190
2026
Q1 		$13.8K Sell
124
-9
-7% -$1.12K 0.01% 179
2025
Q4 		$19.2K Hold
133
– – 0.01% 161
2025
Q3 		$17.7K Sell
133
-38
-22% -$5.38K 0.01% 166
2025
Q2 		$24.2K Hold
171
– – 0.02% 135
2025
Q1 		$23.4K Sell
171
-80
-32% -$12.3K 0.02% 121
2024
Q4 		$39.1K Buy
+251
New +$39.8K 0.03% 98

Other funds holding APO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Retirement Wealth Solutions's APO Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Apollo Global Management (APO) stake by 8.1% in Q3 2026, buying an estimated $1.27K and bringing the position to 134 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #210.

Retirement Wealth Solutions first reported a position in APO in Q4 2024 and has held it in 8 quarters since. The position peaked at $39.1K in Q4 2024. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Retirement Wealth Solutions held 134 shares of Apollo Global Management worth $15.5K as of Q3 2026.
  • Retirement Wealth Solutions bought 10 Apollo Global Management shares in Q3 2026, an estimated $1.27K.
  • Apollo Global Management made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #210 holding.
  • Retirement Wealth Solutions first reported a position in Apollo Global Management in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Apollo Global Management position peaked at $39.1K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.