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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Concurrent Investment Advisors's APO Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Apollo Global Management (APO) stake by 4.6% in Q1 2026, buying an estimated $163K and bringing the position to 30,106 shares worth $3.35M. The position accounts for 0.04% of the portfolio, ranked #459.

Concurrent Investment Advisors first reported a position in APO in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.17M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Concurrent Investment Advisors held 30,106 shares of Apollo Global Management worth $3.35M as of Q1 2026.
  • Concurrent Investment Advisors bought 1,317 Apollo Global Management shares in Q1 2026, an estimated $163K.
  • Apollo Global Management made up 0.04% of Concurrent Investment Advisors's portfolio in Q1 2026, its #459 holding.
  • Concurrent Investment Advisors first reported a position in Apollo Global Management in Q2 2024 and has held it in 8 quarters since.
  • Concurrent Investment Advisors's Apollo Global Management position peaked at $4.17M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.