Arkadios Wealth Advisors’s Apollo Global Management APO Stock Holding History

Arkadios Wealth Advisors’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	$1.43M	Buy	12,823 +662	+5%	+$82.1K	0.02%	644
2025 Q4	$1.76M	Buy	12,161 +939	+8%	+$125K	0.03%	489
2025 Q3	$1.5M	Buy	11,222 +386	+4%	+$54.6K	0.04%	490
2025 Q2	$1.54M	Sell	10,836 -60	-0.6%	-$7.96K	0.05%	419
2025 Q1	$1.49M	Buy	10,896 +99	+0.9%	+$15.2K	0.06%	360
2024 Q4	$1.78M	Buy	10,797 +141	+1%	+$22.3K	0.1%	201
2024 Q3	$1.33M	Buy	+10,656	New	+$1.23M	0.08%	254
2024 Q2	–	Sell	-1,914	Closed	-$215K	–	860
2024 Q1	$215K	Buy	+1,914	New	+$202K	0.02%	636
2021 Q4	–	Sell	-2,085	Closed	-$128K	–	639
2021 Q3	$128K	Buy	2,085 +18	+0.9%	+$1.08K	0.02%	624
2021 Q2	$128K	Buy	2,067 +19	+0.9%	+$1.05K	0.02%	655
2021 Q1	$96K	Buy	2,048 +24	+1%	+$1.17K	0.02%	543
2020 Q4	$99K	Buy	+2,024	New	+$90.4K	0.02%	439

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's APO Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Apollo Global Management (APO) stake by 5.4% in Q1 2026, buying an estimated $82.1K and bringing the position to 12,823 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #644.

Arkadios Wealth Advisors first reported a position in APO in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.78M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Arkadios Wealth Advisors held 12,823 shares of Apollo Global Management worth $1.43M as of Q1 2026.
Arkadios Wealth Advisors bought 662 Apollo Global Management shares in Q1 2026, an estimated $82.1K.
Apollo Global Management made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #644 holding.
Arkadios Wealth Advisors first reported a position in Apollo Global Management in Q4 2020 and has held it in 12 quarters since.
Arkadios Wealth Advisors's Apollo Global Management position peaked at $1.78M in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.