Darden Wealth Group’s Apollo Global Management APO Stock Holding History

Darden Wealth 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	$201K	Buy	+1,700	New	+$214K	0.08%	151
2026 Q1	–	Sell	-1,700	Closed	-$246K	–	151
2025 Q4	$246K	Hold	1,700	–	–	0.12%	124
2025 Q3	$227K	Hold	1,700	–	–	0.12%	125
2025 Q2	$241K	Hold	1,700	–	–	0.15%	113
2025 Q1	$233K	Hold	1,700	–	–	0.18%	94
2024 Q4	$281K	Hold	1,700	–	–	0.19%	89
2024 Q3	$212K	Hold	1,700	–	–	0.15%	102
2024 Q2	$201K	Buy	+1,700	New	+$193K	0.12%	100

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

Darden Wealth Group's APO Position: Q2 2026 in Review

Darden Wealth Group opened a new position in Apollo Global Management (APO) in Q2 2026: 1,700 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings. This is a return to the name: Darden Wealth Group previously reported a position in APO as recently as Q4 2025.

Darden Wealth Group first reported a position in APO in Q2 2024 and has held it in 8 quarters since. The position peaked at $281K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Darden Wealth Group held 1,700 shares of Apollo Global Management worth $201K as of Q2 2026.
Apollo Global Management was a new Darden Wealth Group position in Q2 2026.
Apollo Global Management made up 0.08% of Darden Wealth Group's portfolio in Q2 2026, its #151 holding.
Darden Wealth Group first reported a position in Apollo Global Management in Q2 2024 and has held it in 8 quarters since.
Darden Wealth Group's Apollo Global Management position peaked at $281K in Q4 2024.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.