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Sound Income Strategies’s Apollo Global Management APO Stock Holding History

Sound Income Strategies’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 		– Sell
-2,643
Closed -$313K – 481
2026
Q2 		$313K Buy
2,643
+1,717
+185% +$216K 0.01% 369
2026
Q1 		$102K Buy
926
+892
+2,624% +$111K ﹤0.01% 594
2025
Q4 		$4.89K Sell
34
-191
-85% -$25.4K ﹤0.01% 1816
2025
Q3 		$27.7K Buy
225
+1
+0.4% +$142 ﹤0.01% 729
2025
Q2 		$31.8K Buy
224
+6
+3% +$796 ﹤0.01% 639
2025
Q1 		$29.9K Buy
218
+1
+0.5% +$154 ﹤0.01% 626
2024
Q4 		$35.9K Hold
217
– – ﹤0.01% 545
2024
Q3 		$27.1K Buy
217
+1
+0.5% +$115 ﹤0.01% 576
2024
Q2 		$25.5K Sell
216
-589
-73% -$66.8K ﹤0.01% 571
2024
Q1 		$90.5K Buy
805
+2
+0.2% +$211 0.01% 327
2023
Q4 		$74.8K Buy
803
+777
+2,988% +$68.6K 0.01% 337
2023
Q3 		$2.33K Hold
26
– – ﹤0.01% 881
2023
Q2 		$2K Sell
26
-114
-81% -$7.62K ﹤0.01% 884
2023
Q1 		$8.84K Hold
140
– – ﹤0.01% 584
2022
Q4 		$8.93K Hold
140
– – ﹤0.01% 546
2022
Q3 		$7K Buy
140
+114
+438% +$6.26K ﹤0.01% 521
2022
Q2 		$1K Hold
26
– – ﹤0.01% 774
2022
Q1 		$2K Hold
26
– – ﹤0.01% 708
2021
Q4 		$2K Hold
26
– – ﹤0.01% 697
2021
Q3 		$2K Hold
26
– – ﹤0.01% 673
2021
Q2 		$2K Buy
+26
New +$1.44K ﹤0.01% 709

Other funds holding APO

CWP
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Border to Coast Pensions Partnership
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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sound Income Strategies's APO Position: Q3 2026 in Review

Sound Income Strategies sold out of Apollo Global Management (APO) in Q3 2026, closing a stake of 2,643 shares — an estimated $313K sold.

Sound Income Strategies first reported a position in APO in Q2 2021 and held it in 21 quarters. The position peaked at $313K in Q2 2026. 140 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Sound Income Strategies reported no remaining Apollo Global Management position as of Q3 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,643 Apollo Global Management shares in Q3 2026, an estimated $313K.
  • Sound Income Strategies first reported a position in Apollo Global Management in Q2 2021 and held it in 21 quarters.
  • Sound Income Strategies's Apollo Global Management position peaked at $313K in Q2 2026.
  • 140 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.