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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
Q3 		$225K Buy
1,937
+93
+5% +$11.8K ﹤0.01% 739
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

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

Valeo Financial Advisors's APO Position: Q3 2026 in Review

Valeo Financial Advisors increased its Apollo Global Management (APO) stake by 5% in Q3 2026, buying an estimated $11.8K and bringing the position to 1,937 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Valeo Financial Advisors first reported a position in APO in Q3 2019 and has held it in 14 quarters since. The position peaked at $837K in Q1 2022. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Valeo Financial Advisors held 1,937 shares of Apollo Global Management worth $225K as of Q3 2026.
  • Valeo Financial Advisors bought 93 Apollo Global Management shares in Q3 2026, an estimated $11.8K.
  • Apollo Global Management made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #739 holding.
  • Valeo Financial Advisors first reported a position in Apollo Global Management in Q3 2019 and has held it in 14 quarters since.
  • Valeo Financial Advisors's Apollo Global Management position peaked at $837K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

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