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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
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
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

CreativeOne Wealth's APO Position: Q1 2026 in Review

CreativeOne Wealth reduced its Apollo Global Management (APO) stake by 7.1% in Q1 2026, selling an estimated $73.8K and leaving 7,812 shares worth $870K. The position accounts for 0.02% of the portfolio, ranked #625.

CreativeOne Wealth first reported a position in APO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2024. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • CreativeOne Wealth held 7,812 shares of Apollo Global Management worth $870K as of Q1 2026.
  • CreativeOne Wealth sold 595 Apollo Global Management shares in Q1 2026, an estimated $73.8K.
  • Apollo Global Management made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #625 holding.
  • CreativeOne Wealth first reported a position in Apollo Global Management in Q4 2024 and has held it in 6 quarters since.
  • CreativeOne Wealth's Apollo Global Management position peaked at $1.38M in Q4 2024.
  • 1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.