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CCG Wealth Management’s Apollo Global Management APO Stock Holding History

CCG 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 		$692K Buy
5,848
+55
+0.9% +$6.92K 0.16% 76
2026
Q1 		$645K Buy
5,793
+2,398
+71% +$297K 0.18% 73
2025
Q4 		$491K Buy
3,395
+467
+16% +$62K 0.21% 59
2025
Q3 		$390K Buy
2,928
+19
+0.7% +$2.69K 0.18% 56
2025
Q2 		$413K Sell
2,909
-1
-0% -$133 0.22% 52
2025
Q1 		$398K Buy
2,910
+22
+0.8% +$3.38K 0.24% 51
2024
Q4 		$477K Buy
2,888
+6
+0.2% +$950 0.27% 42
2024
Q3 		$360K Sell
2,882
-37
-1% -$4.27K 0.2% 52
2024
Q2 		$345K Buy
2,919
+15
+0.5% +$1.7K 0.19% 51
2024
Q1 		$327K Buy
+2,904
New +$306K 0.2% 52

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

CCG Wealth Management's APO Position: Q2 2026 in Review

CCG Wealth Management increased its Apollo Global Management (APO) stake by 0.95% in Q2 2026, buying an estimated $6.92K and bringing the position to 5,848 shares worth $692K. The position accounts for 0.16% of the portfolio, ranked #76.

CCG Wealth Management first reported a position in APO in Q1 2024 and has held it in 10 quarters since. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • CCG Wealth Management held 5,848 shares of Apollo Global Management worth $692K as of Q2 2026.
  • CCG Wealth Management bought 55 Apollo Global Management shares in Q2 2026, an estimated $6.92K.
  • Apollo Global Management made up 0.16% of CCG Wealth Management's portfolio in Q2 2026, its #76 holding.
  • CCG Wealth Management first reported a position in Apollo Global Management in Q1 2024 and has held it in 10 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.