Wealth Alliance Advisory Group’s Apollo Global Management APO Stock Holding History

Wealth Alliance Advisory Group’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	$273K	Buy	2,309 +4	+0.2%	+$503	0.04%	166
2026 Q1	$257K	Buy	2,305 +302	+15%	+$37.4K	0.04%	170
2025 Q4	$290K	Buy	2,003 +3	+0.2%	+$398	0.05%	161
2025 Q3	$267K	Hold	2,000	–	–	0.05%	161
2025 Q2	$284K	Hold	2,000	–	–	0.05%	153
2025 Q1	$274K	Hold	2,000	–	–	0.06%	155
2024 Q4	$330K	Hold	2,000	–	–	0.07%	130
2024 Q3	$250K	Hold	2,000	–	–	0.05%	163
2024 Q2	$236K	Hold	2,000	–	–	0.05%	167
2024 Q1	$225K	Buy	+2,000	New	+$211K	0.05%	170

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

Wealth Alliance Advisory Group's APO Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Apollo Global Management (APO) stake by 0.17% in Q2 2026, buying an estimated $503 and bringing the position to 2,309 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #166.

Wealth Alliance Advisory Group first reported a position in APO in Q1 2024 and has held it in 10 quarters since. The position peaked at $330K in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Wealth Alliance Advisory Group held 2,309 shares of Apollo Global Management worth $273K as of Q2 2026.
Wealth Alliance Advisory Group bought 4 Apollo Global Management shares in Q2 2026, an estimated $503.
Apollo Global Management made up 0.04% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #166 holding.
Wealth Alliance Advisory Group first reported a position in Apollo Global Management in Q1 2024 and has held it in 10 quarters since.
Wealth Alliance Advisory Group's Apollo Global Management position peaked at $330K in Q4 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.