Compass Financial Management’s Apollo Global Management APO Stock Holding History

Compass Financial 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	$211K	Buy	+1,624	New	+$204K	0.03%	417

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's APO Position: Q2 2026 in Review

Compass Financial Management opened a new position in Apollo Global Management (APO) in Q2 2026: 1,624 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #417 among its holdings.

1,102 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Compass Financial Management held 1,624 shares of Apollo Global Management worth $211K as of Q2 2026.
Apollo Global Management was a new Compass Financial Management position in Q2 2026.
Apollo Global Management made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #417 holding.
1,102 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.