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Cassaday & Co Wealth Management’s Apollo Global Management APO Stock Holding History

Cassaday & Co Wealth Management’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 		$718K Buy
6,068
+2,493
+70% +$313K 0.01% 183
2026
Q1 		$398K Buy
3,575
+1,507
+73% +$187K 0.01% 248
2025
Q4 		$299K Hold
2,068
– – 0.01% 288
2025
Q3 		$276K Hold
2,068
– – 0.01% 290
2025
Q2 		$293K Buy
+2,068
New +$274K 0.01% 274

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

Cassaday & Co Wealth Management's APO Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Apollo Global Management (APO) stake by 70% in Q2 2026, buying an estimated $313K and bringing the position to 6,068 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #183.

Cassaday & Co Wealth Management first reported a position in APO in Q2 2025 and has held it in 5 quarters since. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Cassaday & Co Wealth Management held 6,068 shares of Apollo Global Management worth $718K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 2,493 Apollo Global Management shares in Q2 2026, an estimated $313K.
  • Apollo Global Management made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Cassaday & Co Wealth Management first reported a position in Apollo Global Management in Q2 2025 and has held it in 5 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.