Superior Planning, LLC’s Apollo Global Management APO Stock Holding History

Superior Planning, LLC’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 Q3	$739K	Buy	+6,371	New	+$809K	0.31%	73

Other funds holding APO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's APO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Apollo Global Management (APO) in Q3 2026: 6,371 shares worth $739K. The stake represents 0.31% of the portfolio and ranks #73 among its holdings.

787 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Superior Planning, LLC held 6,371 shares of Apollo Global Management worth $739K as of Q3 2026.
Apollo Global Management was a new Superior Planning, LLC position in Q3 2026.
Apollo Global Management made up 0.31% of Superior Planning, LLC's portfolio in Q3 2026, its #73 holding.
787 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.