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

Udine 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 		$3.01M Buy
25,400
+546
+2% +$68.7K 1.24% 25
2026
Q1 		$2.77M Buy
+24,854
New +$3.08M 1.35% 19

Other funds holding APO

CS
CapitalatWork SA Auderghem $3.99B AUM
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SS
Spinecap SAS Paris, France $335M AUM 16.94% 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

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

Udine Wealth Management increased its Apollo Global Management (APO) stake by 2.2% in Q2 2026, buying an estimated $68.7K and bringing the position to 25,400 shares worth $3.01M. The position accounts for 1.24% of the portfolio, ranked #25.

Udine Wealth Management first reported a position in APO in Q1 2026 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Udine Wealth Management held 25,400 shares of Apollo Global Management worth $3.01M as of Q2 2026.
  • Udine Wealth Management bought 546 Apollo Global Management shares in Q2 2026, an estimated $68.7K.
  • Apollo Global Management made up 1.24% of Udine Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Udine Wealth Management first reported a position in Apollo Global Management in Q1 2026 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.