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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
2025
Q3 		– Sell
-100
Closed -$14.2K – 1504
2025
Q2 		$14.2K Hold
100
– – ﹤0.01% 1386
2025
Q1 		$13.7K Hold
100
– – ﹤0.01% 1223
2024
Q4 		$16.5K Buy
+100
New +$15.8K ﹤0.01% 1094

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 $3.38T AUM 44.17% 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

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.