SEC 13F Intelligence

Eversource Wealth Advisors, LLC / APO

Eversource Wealth Advisors, LLC’s Apollo Global Mgmt Inc Position

Does Eversource Wealth Advisors, LLC own Apollo Global Mgmt Inc (APO)? Yes — 260.4K shares worth $29M (+0.88% of its 13F portfolio) as of Q1 2026, down from 268.0K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
260.4K
% of Portfolio
+0.88%
Quarters Held
18
currently held

Position History APO

Reported value by quarter
Q4 ’21: $40,000Q4 ’21Q1 ’22: $34,000Q2 ’22: $36,000Q3 ’22: $34,000Q3 ’22Q4 ’22: $61,941Q1 ’23: $54,823Q2 ’23: $62,907Q2 ’23Q3 ’23: $47,123Q4 ’23: $37,556Q1 ’24: $37,556Q1 ’24Q2 ’24: $55,386Q3 ’24: $54,087Q4 ’24: $68,875Q4 ’24Q1 ’25: $100,690Q2 ’25: $104,771Q3 ’25: $27MQ3 ’25Q4 ’25: $39MQ1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026260.4K$29M+0.88%
Q4 2025268.0K$39M+1.43%
Q3 2025200.8K$27M+1.06%
Q2 2025738$104,7710.00%
Q1 2025735$100,690+0.01%
Q4 2024417$68,8750.00%
Q3 2024433$54,0870.00%
Q2 2024442$55,3860.00%
Q1 2024403$37,5560.00%
Q4 2023403$37,5560.00%
Q3 2023525$47,1230.00%
Q2 2023819$62,907+0.01%
Q1 2023868$54,823+0.01%
Q4 2022971$61,941+0.01%
Q3 2022732$34,000+0.01%
Q2 2022732$36,000+0.01%
Q1 2022555$34,000+0.01%
Q4 2021555$40,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eversource Wealth Advisors, LLC’s full portfolio or all institutional holders of APO.