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Spire Wealth Management’s Apollo Global Management APO Stock Holding History

Spire Wealth Management’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 		$147K Sell
1,243
-121
-9% -$15.2K ﹤0.01% 877
2026
Q1 		$152K Sell
1,364
-75
-5% -$9.3K 0.01% 864
2025
Q4 		$208K Sell
1,439
-1,767
-55% -$235K 0.01% 781
2025
Q3 		$427K Buy
3,206
+228
+8% +$32.3K 0.01% 571
2025
Q2 		$422K Buy
2,978
+1,726
+138% +$229K 0.02% 549
2025
Q1 		$171K Buy
1,252
+26
+2% +$4K 0.01% 860
2024
Q4 		$203K Buy
1,226
+3
+0.2% +$475 0.01% 815
2024
Q3 		$153K Sell
1,223
-74
-6% -$8.54K 0.01% 798
2024
Q2 		$153K Buy
1,297
+59
+5% +$6.7K 0.01% 785
2024
Q1 		$139K Sell
1,238
-91
-7% -$9.6K ﹤0.01% 895
2023
Q4 		$131K Buy
1,329
+1
+0.1% +$88 ﹤0.01% 915
2023
Q3 		$119K Sell
1,328
-5
-0.4% -$420 ﹤0.01% 891
2023
Q2 		$102K Sell
1,333
-9
-0.7% -$602 ﹤0.01% 960
2023
Q1 		$84.8K Buy
1,342
+117
+10% +$7.83K ﹤0.01% 1014
2022
Q4 		$78K Buy
1,225
+211
+21% +$12.5K ﹤0.01% 829
2022
Q3 		$47K Sell
1,014
-99
-9% -$5.44K ﹤0.01% 969
2022
Q2 		$54K Buy
+1,113
New +$60.6K ﹤0.01% 1257
2022
Q1 		– Sell
-84,048
Closed -$6.09M – 2515
2021
Q4 		$6.09M Buy
84,048
+82,661
+5,960% +$5.96M 0.14% 156
2021
Q3 		$85K Buy
1,387
+621
+81% +$37.3K ﹤0.01% 1247
2021
Q2 		$48K Sell
766
-72,489
-99% -$4.02M ﹤0.01% 1499
2021
Q1 		$3.43M Buy
+73,255
New +$3.56M 0.09% 202

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

Spire Wealth Management's APO Position: Q2 2026 in Review

Spire Wealth Management reduced its Apollo Global Management (APO) stake by 8.9% in Q2 2026, selling an estimated $15.2K and leaving 1,243 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Spire Wealth Management first reported a position in APO in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.09M in Q4 2021. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Spire Wealth Management held 1,243 shares of Apollo Global Management worth $147K as of Q2 2026.
  • Spire Wealth Management sold 121 Apollo Global Management shares in Q2 2026, an estimated $15.2K.
  • Apollo Global Management made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #877 holding.
  • Spire Wealth Management first reported a position in Apollo Global Management in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Apollo Global Management position peaked at $6.09M in Q4 2021.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.