Concurrent Investment Advisors’s Apollo Global Management APO Stock Holding History

Concurrent Investment 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	$7.77M	Buy	65,700 +35,594	+118%	+$4.48M	0.07%	327
2026 Q1	$3.35M	Buy	30,106 +1,317	+5%	+$163K	0.04%	459
2025 Q4	$4.17M	Buy	28,789 +7,670	+36%	+$1.02M	0.05%	370
2025 Q3	$2.81M	Buy	21,119 +1,192	+6%	+$169K	0.05%	373
2025 Q2	$2.83M	Buy	19,927 +810	+4%	+$107K	0.05%	348
2025 Q1	$2.62M	Buy	19,117 +766	+4%	+$118K	0.06%	317
2024 Q4	$3.03M	Sell	18,351 -972	-5%	-$154K	0.08%	247
2024 Q3	$2.41M	Buy	19,323 +337	+2%	+$38.9K	0.07%	265
2024 Q2	$2.24M	Buy	+18,986	New	+$2.15M	0.07%	245

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's APO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Apollo Global Management (APO) stake by 118% in Q2 2026, buying an estimated $4.48M and bringing the position to 65,700 shares worth $7.77M. The position accounts for 0.07% of the portfolio, ranked #327.

Concurrent Investment Advisors first reported a position in APO in Q2 2024 and has held it in 9 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Concurrent Investment Advisors held 65,700 shares of Apollo Global Management worth $7.77M as of Q2 2026.
Concurrent Investment Advisors bought 35,594 Apollo Global Management shares in Q2 2026, an estimated $4.48M.
Apollo Global Management made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #327 holding.
Concurrent Investment Advisors first reported a position in Apollo Global Management in Q2 2024 and has held it in 9 quarters since.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.