Wealth Enhancement Advisory Services
APO icon

Wealth Enhancement Advisory Services’s Apollo Global Management APO Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.9M Buy
40,743
+6,994
+21% +$879K 0.01% 1011
2026
Q1 		$3.61M Buy
33,749
+17,510
+108% +$2.17M 0.01% 1068
2025
Q4 		$2.48M Buy
16,239
+518
+3% +$68.8K ﹤0.01% 1397
2025
Q3 		$1.98M Sell
15,721
-492
-3% -$69.7K ﹤0.01% 1441
2025
Q2 		$2.34M Buy
16,213
+5,774
+55% +$766K ﹤0.01% 1277
2025
Q1 		$1.43M Sell
10,439
-38
-0.4% -$5.84K ﹤0.01% 1416
2024
Q4 		$1.73M Buy
10,477
+2,426
+30% +$384K ﹤0.01% 1255
2024
Q3 		$1.01M Sell
8,051
-28,441
-78% -$3.28M ﹤0.01% 1394
2024
Q2 		$4.31M Buy
36,492
+28,272
+344% +$3.21M 0.01% 726
2024
Q1 		$924K Buy
8,220
+2,620
+47% +$276K ﹤0.01% 1272
2023
Q4 		$522K Sell
5,600
-690
-11% -$60.9K ﹤0.01% 1476
2023
Q3 		$565K Buy
+6,290
New +$529K ﹤0.01% 1363

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

Wealth Enhancement Advisory Services's APO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Apollo Global Management (APO) stake by 21% in Q2 2026, buying an estimated $879K and bringing the position to 40,743 shares worth $4.9M. The position accounts for 0.01% of the portfolio, ranked #1011.

Wealth Enhancement Advisory Services first reported a position in APO in Q3 2023 and has held it in 12 quarters since. 225 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,743 shares of Apollo Global Management worth $4.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,994 Apollo Global Management shares in Q2 2026, an estimated $879K.
  • Apollo Global Management made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1011 holding.
  • Wealth Enhancement Advisory Services first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
  • 225 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.