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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
Q2 		$1.66M Buy
14,049
+1,226
+10% +$154K 0.03% 608
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Arkadios Wealth Advisors's APO Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Apollo Global Management (APO) stake by 9.6% in Q2 2026, buying an estimated $154K and bringing the position to 14,049 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #608.

Arkadios Wealth Advisors first reported a position in APO in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.78M in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Arkadios Wealth Advisors held 14,049 shares of Apollo Global Management worth $1.66M as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,226 Apollo Global Management shares in Q2 2026, an estimated $154K.
  • Apollo Global Management made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #608 holding.
  • Arkadios Wealth Advisors first reported a position in Apollo Global Management in Q4 2020 and has held it in 13 quarters since.
  • Arkadios Wealth Advisors's Apollo Global Management position peaked at $1.78M in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.