Action Point Financial Planning’s Apollo Global Management APO Stock Holding History

Action Point Financial Planning’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	$12.7K	Buy	+114	New	+$14.3K	﹤0.01%	1351

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Action Point Financial Planning's APO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Apollo Global Management (APO) in Q2 2026: 114 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings.

1,174 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Action Point Financial Planning held 114 shares of Apollo Global Management worth $12.7K as of Q2 2026.
Apollo Global Management was a new Action Point Financial Planning position in Q2 2026.
Apollo Global Management made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1351 holding.
1,174 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.