True Wealth Design’s Apollo Global Management APO Stock Holding History

True Wealth Design’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	$1.18K	Buy	10 +7	+233%	+$880	﹤0.01%	1916
2026 Q1	$335	Sell	3 -1	-25%	-$124	﹤0.01%	2187
2025 Q4	$580	Sell	4 -15	-79%	-$1.99K	﹤0.01%	1906
2025 Q3	$2.53K	Sell	19 -1	-5%	-$142	﹤0.01%	1382
2025 Q2	$2.84K	Buy	20 +10	+100%	+$1.33K	﹤0.01%	1027
2025 Q1	$1.37K	Buy	+10	New	+$1.54K	﹤0.01%	1152
2024 Q3	–	Sell	-355	Closed	-$41.9K	–	1276
2024 Q2	$41.9K	Sell	355 -10	-3%	-$1.14K	0.01%	170
2024 Q1	$41K	Buy	365 +10	+3%	+$1.05K	0.01%	172
2023 Q4	$33.1K	Buy	+355	New	+$31.3K	0.01%	176

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

True Wealth Design's APO Position: Q2 2026 in Review

True Wealth Design increased its Apollo Global Management (APO) stake by 233% in Q2 2026, buying an estimated $880 and bringing the position to 10 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

True Wealth Design first reported a position in APO in Q4 2023 and has held it in 9 quarters since. The position peaked at $41.9K in Q2 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

True Wealth Design held 10 shares of Apollo Global Management worth $1.18K as of Q2 2026.
True Wealth Design bought 7 Apollo Global Management shares in Q2 2026, an estimated $880.
Apollo Global Management made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1916 holding.
True Wealth Design first reported a position in Apollo Global Management in Q4 2023 and has held it in 9 quarters since.
True Wealth Design's Apollo Global Management position peaked at $41.9K in Q2 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.