Center for Financial Planning’s Apollo Global Management APO Stock Holding History

Center for Financial Planning’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	$44K	Hold	372	–	–	﹤0.01%	336
2026 Q1	$41.4K	Hold	372	–	–	﹤0.01%	330
2025 Q4	$53.9K	Hold	372	–	–	0.01%	285
2025 Q3	$49.6K	Buy	+372	New	+$52.7K	0.01%	305
2020 Q2	–	Sell	-57	Closed	-$2K	–	455
2020 Q1	$2K	Buy	+57	New	+$2.45K	﹤0.01%	482

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Center for Financial Planning's APO Position: Q2 2026 in Review

Center for Financial Planning held its Apollo Global Management (APO) position steady in Q2 2026 at 372 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Center for Financial Planning first reported a position in APO in Q1 2020 and has held it in 5 quarters since. The position peaked at $53.9K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Center for Financial Planning held 372 shares of Apollo Global Management worth $44K as of Q2 2026.
Center for Financial Planning left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #336 holding.
Center for Financial Planning first reported a position in Apollo Global Management in Q1 2020 and has held it in 5 quarters since.
Center for Financial Planning's Apollo Global Management position peaked at $53.9K in Q4 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.