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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
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 $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

Cassaday & Co Wealth Management's APO Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Apollo Global Management (APO) stake by 73% in Q1 2026, buying an estimated $187K and bringing the position to 3,575 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #248.

Cassaday & Co Wealth Management first reported a position in APO in Q2 2025 and has held it in 4 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Cassaday & Co Wealth Management held 3,575 shares of Apollo Global Management worth $398K as of Q1 2026.
  • Cassaday & Co Wealth Management bought 1,507 Apollo Global Management shares in Q1 2026, an estimated $187K.
  • Apollo Global Management made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #248 holding.
  • Cassaday & Co Wealth Management first reported a position in Apollo Global Management in Q2 2025 and has held it in 4 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.