Clearstead Advisors’s Apollo Global Management APO Stock Holding History

Clearstead Advisors’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	$1.27M	Buy	10,733 +10,213	+1,964%	+$1.28M	0.01%	493
2026 Q1	$57.9K	Sell	520 -1,264	-71%	-$157K	﹤0.01%	1248
2025 Q4	$258K	Buy	1,784 +790	+79%	+$105K	﹤0.01%	857
2025 Q3	$132K	Sell	994 -251	-20%	-$35.5K	﹤0.01%	979
2025 Q2	$177K	Buy	1,245 +525	+73%	+$69.6K	﹤0.01%	917
2025 Q1	$98.6K	Sell	720 -82	-10%	-$12.6K	﹤0.01%	1001
2024 Q4	$132K	Buy	802 +136	+20%	+$21.5K	﹤0.01%	954
2024 Q3	$83.2K	Buy	666 +189	+40%	+$21.8K	﹤0.01%	1070
2024 Q2	$56.3K	Hold	477	–	–	﹤0.01%	1132
2024 Q1	$52.4K	Hold	477	–	–	﹤0.01%	746
2023 Q4	$44.5K	Hold	477	–	–	﹤0.01%	770
2023 Q3	$42.8K	Hold	477	–	–	﹤0.01%	741
2023 Q2	$36.6K	Hold	477	–	–	﹤0.01%	786
2023 Q1	$30.1K	Hold	477	–	–	﹤0.01%	769
2022 Q4	$30.4K	Buy	477 +102	+27%	+$6.06K	﹤0.01%	724
2022 Q3	$17K	Hold	375	–	–	﹤0.01%	798
2022 Q2	$18K	Hold	375	–	–	﹤0.01%	822
2022 Q1	$23K	Hold	375	–	–	﹤0.01%	830
2021 Q4	$27K	Buy	+375	New	+$27.1K	﹤0.01%	753

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

Clearstead Advisors's APO Position: Q2 2026 in Review

Clearstead Advisors increased its Apollo Global Management (APO) stake by 1,964% in Q2 2026, buying an estimated $1.28M and bringing the position to 10,733 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #493.

Clearstead Advisors first reported a position in APO in Q4 2021 and has held it in 19 quarters since. 1,177 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Clearstead Advisors held 10,733 shares of Apollo Global Management worth $1.27M as of Q2 2026.
Clearstead Advisors bought 10,213 Apollo Global Management shares in Q2 2026, an estimated $1.28M.
Apollo Global Management made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #493 holding.
Clearstead Advisors first reported a position in Apollo Global Management in Q4 2021 and has held it in 19 quarters since.
1,177 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.