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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allworth Financial's APO Position: Q1 2026 in Review

Allworth Financial reduced its Apollo Global Management (APO) stake by 16% in Q1 2026, selling an estimated $45.5K and leaving 1,938 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Allworth Financial first reported a position in APO in Q2 2021 and has held it in 20 quarters since. The position peaked at $334K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Allworth Financial held 1,938 shares of Apollo Global Management worth $216K as of Q1 2026.
  • Allworth Financial sold 367 Apollo Global Management shares in Q1 2026, an estimated $45.5K.
  • Apollo Global Management made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1359 holding.
  • Allworth Financial first reported a position in Apollo Global Management in Q2 2021 and has held it in 20 quarters since.
  • Allworth Financial's Apollo Global Management position peaked at $334K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.