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Toth Financial Advisory’s Apollo Global Management APO Stock Holding History

Toth Financial Advisory’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 		$2.09K Buy
+18
New +$2.28K ﹤0.01% 792
2026
Q1 		– Sell
-16
Closed -$2.32K – 930
2025
Q4 		$2.32K Buy
16
+4
+33% +$531 ﹤0.01% 702
2025
Q3 		$1.6K Hold
12
– – ﹤0.01% 711
2025
Q2 		$1.7K Buy
+12
New +$1.59K ﹤0.01% 656
2025
Q1 		– Sell
-10
Closed -$1.65K – 715
2024
Q4 		$1.65K Buy
+10
New +$1.58K ﹤0.01% 606
2022
Q3 		– Sell
-781
Closed -$38K – 742
2022
Q2 		$38K Hold
781
– – 0.01% 297
2022
Q1 		$48K Buy
+781
New +$51.4K 0.01% 290

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

Toth Financial Advisory's APO Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Apollo Global Management (APO) in Q3 2026: 18 shares worth $2.09K. The stake represents ﹤0.01% of the portfolio and ranks #792 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in APO as recently as Q4 2025.

Toth Financial Advisory first reported a position in APO in Q1 2022 and has held it in 7 quarters since. The position peaked at $48K in Q1 2022. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Toth Financial Advisory held 18 shares of Apollo Global Management worth $2.09K as of Q3 2026.
  • Apollo Global Management was a new Toth Financial Advisory position in Q3 2026.
  • Apollo Global Management made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #792 holding.
  • Toth Financial Advisory first reported a position in Apollo Global Management in Q1 2022 and has held it in 7 quarters since.
  • Toth Financial Advisory's Apollo Global Management position peaked at $48K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.