Avion Wealth’s Apollo Global Management APO Stock Holding History

Avion Wealth’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	$12K	Buy	103 +10	+11%	+$1.26K	﹤0.01%	525
2026 Q1	$10K	Buy	93 +5	+6%	+$620	﹤0.01%	485
2025 Q4	$12K	Hold	88	–	–	﹤0.01%	436
2025 Q3	$11K	Buy	88 +4	+5%	+$566	﹤0.01%	450
2025 Q2	$11K	Buy	84 +27	+47%	+$3.58K	﹤0.01%	434
2025 Q1	$9K	Hold	57	–	–	﹤0.01%	407
2024 Q4	$9K	Buy	57 +5	+10%	+$792	﹤0.01%	406
2024 Q3	$6K	Buy	52 +5	+11%	+$577	﹤0.01%	471
2024 Q2	$5K	Buy	47 +4	+9%	+$454	﹤0.01%	449
2024 Q1	$5K	Buy	43 +15	+54%	+$1.58K	﹤0.01%	443
2023 Q4	$3K	Buy	28 +5	+22%	+$441	﹤0.01%	466
2023 Q3	$2K	Buy	23 +13	+130%	+$1.09K	﹤0.01%	454
2023 Q2	$0	Hold	10	–	–	﹤0.01%	703
2023 Q1	$0	Buy	+10	New	+$670	﹤0.01%	525

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

Avion Wealth's APO Position: Q2 2026 in Review

Avion Wealth increased its Apollo Global Management (APO) stake by 11% in Q2 2026, buying an estimated $1.26K and bringing the position to 103 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Avion Wealth first reported a position in APO in Q1 2023 and has held it in 14 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Avion Wealth held 103 shares of Apollo Global Management worth $12K as of Q2 2026.
Avion Wealth bought 10 Apollo Global Management shares in Q2 2026, an estimated $1.26K.
Apollo Global Management made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #525 holding.
Avion Wealth first reported a position in Apollo Global Management in Q1 2023 and has held it in 14 quarters since.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.