Wealthcare Advisory Partners’s Apollo Global Management APO Stock Holding History

Wealthcare Advisory Partners’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	$3.99M	Sell	33,725 -362	-1%	-$45.5K	0.08%	213
2026 Q1	$3.8M	Buy	34,087 +70	+0.2%	+$8.68K	0.07%	220
2025 Q4	$4.92M	Sell	34,017 -212	-0.6%	-$28.2K	0.1%	188
2025 Q3	$4.56M	Sell	34,229 -1,984	-5%	-$281K	0.1%	182
2025 Q2	$5.14M	Sell	36,213 -1,722	-5%	-$228K	0.12%	150
2025 Q1	$5.19M	Sell	37,935 -3,035	-7%	-$467K	0.14%	132
2024 Q4	$6.77M	Sell	40,970 -3,521	-8%	-$558K	0.19%	100
2024 Q3	$5.56M	Sell	44,491 -11	-0%	-$1.27K	0.16%	126
2024 Q2	$5.25M	Sell	44,502 -1,964	-4%	-$223K	0.16%	106
2024 Q1	$5.23M	Buy	46,466 +215	+0.5%	+$22.7K	0.17%	105
2023 Q4	$4.31M	Sell	46,251 -1,074	-2%	-$94.8K	0.17%	100
2023 Q3	$4.25M	Buy	47,325 +1,639	+4%	+$138K	0.2%	92
2023 Q2	$3.51M	Buy	45,686 +7	+0%	+$468	0.16%	112
2023 Q1	$2.89M	Sell	45,679 -1,098	-2%	-$73.5K	0.12%	139
2022 Q4	$2.98M	Sell	46,777 -138	-0.3%	-$8.2K	0.14%	122
2022 Q3	$2.18M	Sell	46,915 -288	-0.6%	-$15.8K	0.12%	134
2022 Q2	$2.29M	Buy	+47,203	New	+$2.57M	0.14%	106
2021 Q4	–	Sell	-52,280	Closed	-$3.22M	–	575
2021 Q3	$3.22M	Sell	52,280 -500	-0.9%	-$30K	0.21%	69
2021 Q2	$3.28M	Buy	52,780 +1,000	+2%	+$55.5K	0.22%	69
2021 Q1	$2.43M	Sell	51,780 -650	-1%	-$31.6K	0.18%	75
2020 Q4	$2.57M	Sell	52,430 -93	-0.2%	-$4.15K	0.23%	58
2020 Q3	$2.35M	Hold	52,523	–	–	0.26%	51
2020 Q2	$2.62M	Buy	52,523 +3,080	+6%	+$135K	0.33%	39
2020 Q1	$1.66M	Sell	49,443 -250	-0.5%	-$10.7K	0.24%	53
2019 Q4	$2.37M	Hold	49,693	–	–	0.3%	41
2019 Q3	$1.88M	Sell	49,693 -1,400	-3%	-$50.9K	0.27%	47
2019 Q2	$1.75M	Buy	51,093 +50	+0.1%	+$1.59K	0.28%	52
2019 Q1	$1.44M	Sell	51,043 -207	-0.4%	-$5.89K	0.25%	61
2018 Q4	$1.26M	Sell	51,250 -5,976	-10%	-$171K	0.24%	61
2018 Q3	$1.98M	Buy	57,226 +750	+1%	+$26.1K	0.36%	40
2018 Q2	$1.8M	Buy	+56,476	New	+$1.73M	0.35%	41

Other funds holding APO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wealthcare Advisory Partners's APO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Apollo Global Management (APO) stake by 1.1% in Q2 2026, selling an estimated $45.5K and leaving 33,725 shares worth $3.99M. The position accounts for 0.08% of the portfolio, ranked #213.

Wealthcare Advisory Partners first reported a position in APO in Q2 2018 and has held it in 31 quarters since. The position peaked at $6.77M in Q4 2024. 201 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Wealthcare Advisory Partners held 33,725 shares of Apollo Global Management worth $3.99M as of Q2 2026.
Wealthcare Advisory Partners sold 362 Apollo Global Management shares in Q2 2026, an estimated $45.5K.
Apollo Global Management made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #213 holding.
Wealthcare Advisory Partners first reported a position in Apollo Global Management in Q2 2018 and has held it in 31 quarters since.
Wealthcare Advisory Partners's Apollo Global Management position peaked at $6.77M in Q4 2024.
201 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.