Valley Wealth Managers’s Apollo Global Management APO Stock Holding History

Valley Wealth Managers’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	$588K	Buy	5,065 +350	+7%	+$44.4K	0.03%	159
2026 Q2	$558K	Buy	4,715 +176	+4%	+$22.1K	0.03%	163
2026 Q1	$506K	Sell	4,539 -221	-5%	-$27.4K	0.03%	163
2025 Q4	$689K	Sell	4,760 -166	-3%	-$22K	0.04%	150
2025 Q3	$656K	Buy	4,926 +579	+13%	+$82K	0.04%	149
2025 Q2	$617K	Buy	4,347 +487	+13%	+$64.6K	0.04%	148
2025 Q1	$529K	Buy	3,860 +179	+5%	+$27.5K	0.04%	154
2024 Q4	$608K	Buy	+3,681	New	+$583K	0.05%	148

Other funds holding APO

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Valley Wealth Managers's APO Position: Q3 2026 in Review

Valley Wealth Managers increased its Apollo Global Management (APO) stake by 7.4% in Q3 2026, buying an estimated $44.4K and bringing the position to 5,065 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #159.

Valley Wealth Managers first reported a position in APO in Q4 2024 and has held it in 8 quarters since. The position peaked at $689K in Q4 2025. 209 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Valley Wealth Managers held 5,065 shares of Apollo Global Management worth $588K as of Q3 2026.
Valley Wealth Managers bought 350 Apollo Global Management shares in Q3 2026, an estimated $44.4K.
Apollo Global Management made up 0.03% of Valley Wealth Managers's portfolio in Q3 2026, its #159 holding.
Valley Wealth Managers first reported a position in Apollo Global Management in Q4 2024 and has held it in 8 quarters since.
Valley Wealth Managers's Apollo Global Management position peaked at $689K in Q4 2025.
209 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.