Sarver Vrooman Wealth Advisors’s Apollo Global Management APO Stock Holding History

Sarver Vrooman 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	$40.2K	Sell	338 -9	-3%	-$1.13K	0.02%	88
2026 Q1	$38.7K	Buy	347 +59	+20%	+$7.31K	0.02%	90
2025 Q4	$41.7K	Sell	288 -174	-38%	-$23.1K	0.03%	80
2025 Q3	$61.6K	Hold	462	–	–	0.04%	67
2025 Q2	$65.5K	Sell	462 -145	-24%	-$19.2K	0.04%	48
2025 Q1	$83.1K	Buy	+607	New	+$93.3K	0.06%	31

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

Sarver Vrooman Wealth Advisors's APO Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Apollo Global Management (APO) stake by 2.6% in Q2 2026, selling an estimated $1.13K and leaving 338 shares worth $40.2K. The position accounts for 0.02% of the portfolio, ranked #88.

Sarver Vrooman Wealth Advisors first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $83.1K in Q1 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Sarver Vrooman Wealth Advisors held 338 shares of Apollo Global Management worth $40.2K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 9 Apollo Global Management shares in Q2 2026, an estimated $1.13K.
Apollo Global Management made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Sarver Vrooman Wealth Advisors first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's Apollo Global Management position peaked at $83.1K in Q1 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.