CreativeOne Wealth’s Apollo Global Management APO Stock Holding History

CreativeOne Wealth’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	$779K	Sell	6,583 -1,229	-16%	-$155K	0.02%	659
2026 Q1	$870K	Sell	7,812 -595	-7%	-$73.8K	0.02%	625
2025 Q4	$1.22M	Sell	8,407 -541	-6%	-$71.9K	0.03%	481
2025 Q3	$1.19M	Buy	8,948 +265	+3%	+$37.5K	0.03%	485
2025 Q2	$1.23M	Buy	8,683 +30	+0.3%	+$3.98K	0.03%	476
2025 Q1	$1.18M	Buy	8,653 +292	+3%	+$44.9K	0.04%	429
2024 Q4	$1.38M	Buy	+8,361	New	+$1.32M	0.04%	374

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 $3.37T AUM 44.26% 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

CreativeOne Wealth's APO Position: Q2 2026 in Review

CreativeOne Wealth reduced its Apollo Global Management (APO) stake by 16% in Q2 2026, selling an estimated $155K and leaving 6,583 shares worth $779K. The position accounts for 0.02% of the portfolio, ranked #659.

CreativeOne Wealth first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

CreativeOne Wealth held 6,583 shares of Apollo Global Management worth $779K as of Q2 2026.
CreativeOne Wealth sold 1,229 Apollo Global Management shares in Q2 2026, an estimated $155K.
Apollo Global Management made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #659 holding.
CreativeOne Wealth first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
CreativeOne Wealth's Apollo Global Management position peaked at $1.38M in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.