Creative Planning
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Creative Planning’s Apollo Global Management APO Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-500
Closed -$1K – 4600
2017
Q1 		$1K Buy
+500
New +$11.1K ﹤0.01% 4396

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

Creative Planning's APO Position: Q1 2026 in Review

Creative Planning reduced its Apollo Global Management (APO) stake by 6.4% in Q1 2026, selling an estimated $592K and leaving 70,196 shares worth $7.82M. The position accounts for 0.01% of the portfolio, ranked #859.

Creative Planning first reported a position in APO in Q2 2013 and has held it in 49 quarters since. The position peaked at $10.9M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Creative Planning held 70,196 shares of Apollo Global Management worth $7.82M as of Q1 2026.
  • Creative Planning sold 4,780 Apollo Global Management shares in Q1 2026, an estimated $592K.
  • Apollo Global Management made up 0.01% of Creative Planning's portfolio in Q1 2026, its #859 holding.
  • Creative Planning first reported a position in Apollo Global Management in Q2 2013 and has held it in 49 quarters since.
  • Creative Planning's Apollo Global Management position peaked at $10.9M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.