Creative Planning’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-500
Closed -$1K 4600
2017
Q1
$1K Buy
+500
New +$11.1K ﹤0.01% 4396

Other funds holding APO

Creative Planning's APO Position: Q2 2026 in Review

Creative Planning increased its Apollo Global Management (APO) stake by 31% in Q2 2026, buying an estimated $2.73M and bringing the position to 91,884 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #835.

Creative Planning first reported a position in APO in Q2 2013 and has held it in 50 quarters since. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Creative Planning held 91,884 shares of Apollo Global Management worth $10.9M as of Q2 2026.
  • Creative Planning bought 21,688 Apollo Global Management shares in Q2 2026, an estimated $2.73M.
  • Apollo Global Management made up 0.01% of Creative Planning's portfolio in Q2 2026, its #835 holding.
  • Creative Planning first reported a position in Apollo Global Management in Q2 2013 and has held it in 50 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.