Creative Financial Designs’s Apollo Global Management APO Stock Holding History

Creative Financial Designs’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	$14.4K	Buy	+122	New	+$15.3K	﹤0.01%	1425
2025 Q4	–	Sell	-1	Closed	-$133	–	2067
2025 Q3	$133	Hold	1	–	–	﹤0.01%	2015
2025 Q2	$142	Sell	1 -1	-50%	-$133	﹤0.01%	1967
2025 Q1	$274	Buy	+2	New	+$308	﹤0.01%	1959

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

Creative Financial Designs's APO Position: Q2 2026 in Review

Creative Financial Designs opened a new position in Apollo Global Management (APO) in Q2 2026: 122 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in APO as recently as Q3 2025.

Creative Financial Designs first reported a position in APO in Q1 2025 and has held it in 4 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Creative Financial Designs held 122 shares of Apollo Global Management worth $14.4K as of Q2 2026.
Apollo Global Management was a new Creative Financial Designs position in Q2 2026.
Apollo Global Management made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1425 holding.
Creative Financial Designs first reported a position in Apollo Global Management in Q1 2025 and has held it in 4 quarters since.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.