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Carson Advisory’s Apollo Global Management APO Stock Holding History

Carson Advisory’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 		$497K Buy
4,460
+52
+1% +$6.45K 0.26% 83
2025
Q4 		$638K Sell
4,408
-114
-3% -$15.1K 0.33% 71
2025
Q3 		$603K Sell
4,522
-15
-0.3% -$2.12K 0.33% 72
2025
Q2 		$644K Buy
4,537
+51
+1% +$6.76K 0.41% 61
2025
Q1 		$614K Buy
4,486
+1
+0% +$154 0.41% 67
2024
Q4 		$741K Sell
4,485
-1,174
-21% -$186K 0.52% 56
2024
Q3 		$707K Sell
5,659
-149
-3% -$17.2K 0.44% 68
2024
Q2 		$686K Sell
5,808
-14
-0.2% -$1.59K 0.48% 66
2024
Q1 		$655K Sell
5,822
-409
-7% -$43.2K 0.46% 71
2023
Q4 		$581K Sell
6,231
-99
-2% -$8.74K 0.45% 71
2023
Q3 		$568K Sell
6,330
-199
-3% -$16.7K 0.5% 68
2023
Q2 		$502K Buy
6,529
+501
+8% +$33.5K 0.42% 80
2023
Q1 		$381K Buy
6,028
+401
+7% +$26.9K 0.34% 85
2022
Q4 		$359K Sell
5,627
-300
-5% -$17.8K 0.34% 77
2022
Q3 		$276K Hold
5,927
– – 0.31% 87
2022
Q2 		$287K Buy
5,927
+250
+4% +$13.6K 0.32% 88
2022
Q1 		$352K Buy
5,677
+295
+5% +$19.4K 0.35% 74
2021
Q4 		$390K Buy
+5,382
New +$388K 0.4% 68

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

Carson Advisory's APO Position: Q1 2026 in Review

Carson Advisory increased its Apollo Global Management (APO) stake by 1.2% in Q1 2026, buying an estimated $6.45K and bringing the position to 4,460 shares worth $497K. The position accounts for 0.26% of the portfolio, ranked #83.

Carson Advisory first reported a position in APO in Q4 2021 and has held it in 18 quarters since. The position peaked at $741K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Carson Advisory held 4,460 shares of Apollo Global Management worth $497K as of Q1 2026.
  • Carson Advisory bought 52 Apollo Global Management shares in Q1 2026, an estimated $6.45K.
  • Apollo Global Management made up 0.26% of Carson Advisory's portfolio in Q1 2026, its #83 holding.
  • Carson Advisory first reported a position in Apollo Global Management in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Apollo Global Management position peaked at $741K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.