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

Waterway 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 		– Sell
-6,293
Closed -$701K – 97
2026
Q1 		$701K Sell
6,293
-1,769
-22% -$219K 0.16% 63
2025
Q4 		$1.17M Buy
+8,062
New +$1.07M 0.26% 39

Other funds holding APO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Waterway Wealth Management sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 6,293 shares — an estimated $701K sold.

Waterway Wealth Management first reported a position in APO in Q4 2025 and held it in 2 quarters. The position peaked at $1.17M in Q4 2025. 216 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Waterway Wealth Management reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • Waterway Wealth Management sold 6,293 Apollo Global Management shares in Q2 2026, an estimated $701K.
  • Waterway Wealth Management first reported a position in Apollo Global Management in Q4 2025 and held it in 2 quarters.
  • Waterway Wealth Management's Apollo Global Management position peaked at $1.17M in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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