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ATX Financial Planning’s Apollo Global Management APO Stock Holding History

ATX 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 		$930K Sell
7,859
-35
-0.4% -$4.4K 0.62% 42
2026
Q1 		$880K Sell
7,894
-162
-2% -$20.1K 0.67% 37
2025
Q4 		$1.17M Buy
+8,056
New +$1.07M 0.9% 33

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 $3.37T AUM 44.26% 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

ATX Financial Planning's APO Position: Q2 2026 in Review

ATX Financial Planning reduced its Apollo Global Management (APO) stake by 0.44% in Q2 2026, selling an estimated $4.4K and leaving 7,859 shares worth $930K. The position accounts for 0.62% of the portfolio, ranked #42.

ATX Financial Planning first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • ATX Financial Planning held 7,859 shares of Apollo Global Management worth $930K as of Q2 2026.
  • ATX Financial Planning sold 35 Apollo Global Management shares in Q2 2026, an estimated $4.4K.
  • Apollo Global Management made up 0.62% of ATX Financial Planning's portfolio in Q2 2026, its #42 holding.
  • ATX Financial Planning first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • ATX Financial Planning's Apollo Global Management position peaked at $1.17M in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.