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Coordinated Financial Services’s Apollo Global Management APO Stock Holding History

Coordinated Financial Services’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
Q1 		– Sell
-2,153
Closed -$312K – 177
2025
Q4 		$312K Buy
2,153
+182
+9% +$24.2K 0.18% 135
2025
Q3 		$263K Sell
1,971
-197
-9% -$27.9K 0.17% 136
2025
Q2 		$308K Sell
2,168
-147
-6% -$19.5K 0.21% 117
2025
Q1 		$317K Sell
2,315
-547
-19% -$84.1K 0.24% 104
2024
Q4 		$473K Buy
+2,862
New +$453K 0.37% 82
2024
Q2 		$417K Sell
3,531
-94
-3% -$10.7K 0.36% 79
2024
Q1 		$408K Buy
+3,625
New +$383K 0.36% 79

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

Coordinated Financial Services's APO Position: Q1 2026 in Review

Coordinated Financial Services sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 2,153 shares — an estimated $312K sold.

Coordinated Financial Services first reported a position in APO in Q1 2024 and held it in 7 quarters. The position peaked at $473K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Coordinated Financial Services reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Coordinated Financial Services sold 2,153 Apollo Global Management shares in Q1 2026, an estimated $312K.
  • Coordinated Financial Services first reported a position in Apollo Global Management in Q1 2024 and held it in 7 quarters.
  • Coordinated Financial Services's Apollo Global Management position peaked at $473K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.