SOA Wealth Advisors’s Apollo Global Management APO Stock Holding History

SOA 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	$165K	Hold	1,397	–	–	0.03%	229
2026 Q1	$156K	Buy	1,397 +228	+20%	+$28.3K	0.03%	223
2025 Q4	$169K	Hold	1,169	–	–	0.03%	225
2025 Q3	$156K	Buy	1,169 +92	+9%	+$13K	0.03%	232
2025 Q2	$153K	Hold	1,077	–	–	0.03%	228
2025 Q1	$147K	Hold	1,077	–	–	0.03%	218
2024 Q4	$178K	Hold	1,077	–	–	0.03%	192
2024 Q3	$135K	Hold	1,077	–	–	0.03%	221
2024 Q2	$127K	Hold	1,077	–	–	0.03%	221
2024 Q1	$121K	Hold	1,077	–	–	0.03%	229
2023 Q4	$100K	Hold	1,077	–	–	0.02%	235
2023 Q3	$96.7K	Hold	1,077	–	–	0.02%	229
2023 Q2	$82.7K	Hold	1,077	–	–	0.02%	248
2023 Q1	$68K	Hold	1,077	–	–	0.02%	255
2022 Q4	$68.7K	Hold	1,077	–	–	0.02%	248
2022 Q3	$50K	Hold	1,077	–	–	0.02%	265
2022 Q2	$52K	Hold	1,077	–	–	0.02%	256
2022 Q1	$66K	Hold	1,077	–	–	0.02%	271
2021 Q4	$78K	Hold	1,077	–	–	0.02%	248
2021 Q3	$66K	Hold	1,077	–	–	0.02%	275
2021 Q2	$66K	Hold	1,077	–	–	0.02%	272
2021 Q1	$50K	Buy	+1,077	New	+$52.4K	0.01%	268

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

SOA Wealth Advisors's APO Position: Q2 2026 in Review

SOA Wealth Advisors held its Apollo Global Management (APO) position steady in Q2 2026 at 1,397 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #229.

SOA Wealth Advisors first reported a position in APO in Q1 2021 and has held it in 22 quarters since. The position peaked at $178K in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

SOA Wealth Advisors held 1,397 shares of Apollo Global Management worth $165K as of Q2 2026.
SOA Wealth Advisors left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #229 holding.
SOA Wealth Advisors first reported a position in Apollo Global Management in Q1 2021 and has held it in 22 quarters since.
SOA Wealth Advisors's Apollo Global Management position peaked at $178K in Q4 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.