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 Q2	$529K	Buy	4,473 +13	+0.3%	+$1.64K	0.24%	94
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 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 $3.37T AUM 44.26% 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

Carson Advisory's APO Position: Q2 2026 in Review

Carson Advisory increased its Apollo Global Management (APO) stake by 0.29% in Q2 2026, buying an estimated $1.64K and bringing the position to 4,473 shares worth $529K. The position accounts for 0.24% of the portfolio, ranked #94.

Carson Advisory first reported a position in APO in Q4 2021 and has held it in 19 quarters since. The position peaked at $741K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Carson Advisory held 4,473 shares of Apollo Global Management worth $529K as of Q2 2026.
Carson Advisory bought 13 Apollo Global Management shares in Q2 2026, an estimated $1.64K.
Apollo Global Management made up 0.24% of Carson Advisory's portfolio in Q2 2026, its #94 holding.
Carson Advisory first reported a position in Apollo Global Management in Q4 2021 and has held it in 19 quarters since.
Carson Advisory's Apollo Global Management position peaked at $741K in Q4 2024.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.