Allworth Financial’s Apollo Global Management APO Stock Holding History

Allworth Financial’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	$263K	Buy	2,222 +284	+15%	+$35.7K	﹤0.01%	1329
2026 Q1	$216K	Sell	1,938 -367	-16%	-$45.5K	﹤0.01%	1359
2025 Q4	$334K	Buy	2,305 +224	+11%	+$29.8K	﹤0.01%	1108
2025 Q3	$277K	Buy	2,081 +886	+74%	+$125K	﹤0.01%	1133
2025 Q2	$169K	Sell	1,195 -28	-2%	-$3.71K	﹤0.01%	1254
2025 Q1	$163K	Buy	1,223 +304	+33%	+$46.7K	﹤0.01%	1024
2024 Q4	$155K	Buy	919 +190	+26%	+$30.1K	﹤0.01%	1047
2024 Q3	$91.1K	Buy	729 +91	+14%	+$10.5K	﹤0.01%	1128
2024 Q2	$76.9K	Buy	638 +36	+6%	+$4.08K	﹤0.01%	1180
2024 Q1	$67.7K	Buy	602 +238	+65%	+$25.1K	﹤0.01%	1171
2023 Q4	$33.9K	Sell	364 -137	-27%	-$12.1K	﹤0.01%	1358
2023 Q3	$45K	Buy	501 +200	+66%	+$16.8K	﹤0.01%	1160
2023 Q2	$23.1K	Sell	301 -19	-6%	-$1.27K	﹤0.01%	1450
2023 Q1	$20.2K	Hold	320	–	–	﹤0.01%	1442
2022 Q4	$20.4K	Buy	320 +296	+1,233%	+$17.6K	﹤0.01%	1354
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	2299
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	2080
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	1871
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	1701
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	1728
2021 Q2	$1K	Buy	+24	New	+$1.33K	﹤0.01%	1440

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 $3.38T AUM 44.17% 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

Allworth Financial's APO Position: Q2 2026 in Review

Allworth Financial increased its Apollo Global Management (APO) stake by 15% in Q2 2026, buying an estimated $35.7K and bringing the position to 2,222 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Allworth Financial first reported a position in APO in Q2 2021 and has held it in 21 quarters since. The position peaked at $334K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Allworth Financial held 2,222 shares of Apollo Global Management worth $263K as of Q2 2026.
Allworth Financial bought 284 Apollo Global Management shares in Q2 2026, an estimated $35.7K.
Apollo Global Management made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1329 holding.
Allworth Financial first reported a position in Apollo Global Management in Q2 2021 and has held it in 21 quarters since.
Allworth Financial's Apollo Global Management position peaked at $334K in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.