Valeo Financial Advisors’s Apollo Global Management APO Stock Holding History

Valeo Financial Advisors’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	$218K	Buy	+1,844	New	+$232K	﹤0.01%	735
2026 Q1	–	Sell	-1,995	Closed	-$289K	–	769
2025 Q4	$289K	Sell	1,995 -887	-31%	-$118K	0.01%	638
2025 Q3	$384K	Buy	2,882 +319	+12%	+$45.2K	0.01%	527
2025 Q2	$364K	Buy	2,563 +689	+37%	+$91.4K	0.01%	519
2025 Q1	$257K	Buy	1,874 +367	+24%	+$56.4K	0.01%	567
2024 Q4	$249K	Buy	+1,507	New	+$239K	0.01%	599
2022 Q2	–	Sell	-13,502	Closed	-$837K	–	524
2022 Q1	$837K	Buy	13,502 +3,137	+30%	+$206K	0.04%	228
2021 Q4	$751K	Buy	10,365 +341	+3%	+$24.6K	0.04%	226
2021 Q3	$617K	Buy	+10,024	New	+$602K	0.04%	257
2020 Q3	–	Sell	-61	Closed	-$3K	–	1594
2020 Q2	$3K	Hold	61	–	–	﹤0.01%	1650
2020 Q1	$2K	Buy	61 +5	+9%	+$215	﹤0.01%	1482
2019 Q4	$3K	Buy	56 +14	+33%	+$597	﹤0.01%	1376
2019 Q3	$2K	Buy	+42	New	+$1.53K	﹤0.01%	1361

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

Valeo Financial Advisors's APO Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Apollo Global Management (APO) in Q2 2026: 1,844 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in APO as recently as Q4 2025.

Valeo Financial Advisors first reported a position in APO in Q3 2019 and has held it in 13 quarters since. The position peaked at $837K in Q1 2022. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Valeo Financial Advisors held 1,844 shares of Apollo Global Management worth $218K as of Q2 2026.
Apollo Global Management was a new Valeo Financial Advisors position in Q2 2026.
Apollo Global Management made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #735 holding.
Valeo Financial Advisors first reported a position in Apollo Global Management in Q3 2019 and has held it in 13 quarters since.
Valeo Financial Advisors's Apollo Global Management position peaked at $837K in Q1 2022.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.