Crestwood Advisors Group’s Apollo Global Management APO Stock Holding History

Crestwood Advisors Group’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	$401K	Buy	3,392 +995	+42%	+$125K	0.01%	568
2026 Q1	$267K	Buy	2,397 +521	+28%	+$64.6K	﹤0.01%	631
2025 Q4	$272K	Buy	1,876 +306	+19%	+$40.6K	﹤0.01%	552
2025 Q3	$209K	Buy	+1,570	New	+$222K	﹤0.01%	543
2019 Q2	–	Sell	-8,295	Closed	-$234K	–	243
2019 Q1	$234K	Hold	8,295	–	–	0.02%	149
2018 Q4	$204K	Hold	8,295	–	–	0.02%	150
2018 Q3	$287K	Hold	8,295	–	–	0.02%	134
2018 Q2	$282K	Hold	8,295	–	–	0.02%	136
2018 Q1	$246K	Hold	8,295	–	–	0.02%	147
2017 Q4	$278K	Buy	+8,295	New	+$260K	0.02%	143

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

Crestwood Advisors Group's APO Position: Q2 2026 in Review

Crestwood Advisors Group increased its Apollo Global Management (APO) stake by 42% in Q2 2026, buying an estimated $125K and bringing the position to 3,392 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #568.

Crestwood Advisors Group first reported a position in APO in Q4 2017 and has held it in 10 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Crestwood Advisors Group held 3,392 shares of Apollo Global Management worth $401K as of Q2 2026.
Crestwood Advisors Group bought 995 Apollo Global Management shares in Q2 2026, an estimated $125K.
Apollo Global Management made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #568 holding.
Crestwood Advisors Group first reported a position in Apollo Global Management in Q4 2017 and has held it in 10 quarters since.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.