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Diversify Advisory Services’s Apollo Global Management APO Stock Holding History

Diversify Advisory Services’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 		– Sell
-1,606
Closed -$231K – 243
2025
Q4 		$231K Buy
+1,606
New +$213K 0.01% 824
2025
Q3 		– Sell
-1,801
Closed -$260K – 878
2025
Q2 		$260K Buy
1,801
+7
+0.4% +$928 0.01% 718
2025
Q1 		$247K Sell
1,794
-218
-11% -$33.5K 0.02% 556
2024
Q4 		$313K Buy
2,012
+563
+39% +$89.2K 0.02% 472
2024
Q3 		$209K Buy
+1,449
New +$167K 0.01% 598

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

Diversify Advisory Services's APO Position: Q1 2026 in Review

Diversify Advisory Services sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,606 shares — an estimated $231K sold.

Diversify Advisory Services first reported a position in APO in Q3 2024 and held it in 5 quarters. The position peaked at $313K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Diversify Advisory Services reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 1,606 Apollo Global Management shares in Q1 2026, an estimated $231K.
  • Diversify Advisory Services first reported a position in Apollo Global Management in Q3 2024 and held it in 5 quarters.
  • Diversify Advisory Services's Apollo Global Management position peaked at $313K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.