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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
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

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

Retirement Wealth Solutions's APO Position: Q2 2026 in Review

Retirement Wealth Solutions held its Apollo Global Management (APO) position steady in Q2 2026 at 124 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #190.

Retirement Wealth Solutions first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.1K in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Retirement Wealth Solutions held 124 shares of Apollo Global Management worth $14.7K as of Q2 2026.
  • Retirement Wealth Solutions left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #190 holding.
  • Retirement Wealth Solutions first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Apollo Global Management position peaked at $39.1K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.