DHJJ Financial Advisors’s Apollo Global Management APO Stock Holding History

DHJJ Financial Advisors’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	$947	Hold	8	–	–	﹤0.01%	836
2026 Q1	$892	Hold	8	–	–	﹤0.01%	833
2025 Q4	$1.16K	Hold	8	–	–	﹤0.01%	764
2025 Q3	$1.07K	Hold	8	–	–	﹤0.01%	751
2025 Q2	$1.14K	Hold	8	–	–	﹤0.01%	724
2025 Q1	$1.1K	Hold	8	–	–	﹤0.01%	682
2024 Q4	$1.32K	Hold	8	–	–	﹤0.01%	640
2024 Q3	$1K	Hold	8	–	–	﹤0.01%	644
2024 Q2	$945	Hold	8	–	–	﹤0.01%	605
2024 Q1	$900	Hold	8	–	–	﹤0.01%	592
2023 Q4	$746	Hold	8	–	–	﹤0.01%	597
2023 Q3	$719	Buy	+8	New	+$672	﹤0.01%	594

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

DHJJ Financial Advisors's APO Position: Q2 2026 in Review

DHJJ Financial Advisors held its Apollo Global Management (APO) position steady in Q2 2026 at 8 shares worth $947. The position accounts for ﹤0.01% of the portfolio, ranked #836.

DHJJ Financial Advisors first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.32K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

DHJJ Financial Advisors held 8 shares of Apollo Global Management worth $947 as of Q2 2026.
DHJJ Financial Advisors left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #836 holding.
DHJJ Financial Advisors first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Apollo Global Management position peaked at $1.32K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.