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 Q3	$39.2K	Hold	338	–	–	0.02%	85
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

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

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's APO Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its Apollo Global Management (APO) position steady in Q3 2026 at 338 shares worth $39.2K. The position accounts for 0.02% of the portfolio, ranked #85.

Sarver Vrooman Wealth Advisors first reported a position in APO in Q1 2025 and has held it in 7 quarters since. The position peaked at $83.1K in Q1 2025. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Sarver Vrooman Wealth Advisors held 338 shares of Apollo Global Management worth $39.2K as of Q3 2026.
Sarver Vrooman Wealth Advisors left its Apollo Global Management share count unchanged in Q3 2026.
Apollo Global Management made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #85 holding.
Sarver Vrooman Wealth Advisors first reported a position in Apollo Global Management in Q1 2025 and has held it in 7 quarters since.
Sarver Vrooman Wealth Advisors's Apollo Global Management position peaked at $83.1K in Q1 2025.
43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.