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Diversify Wealth Management’s Apollo Global Management APO Stock Holding History

Diversify Wealth Management’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 		$309K Sell
2,489
-53
-2% -$6.67K 0.01% 1038
2026
Q1 		$311K Buy
+2,542
New +$315K 0.01% 948

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Diversify Wealth Management's APO Position: Q2 2026 in Review

Diversify Wealth Management reduced its Apollo Global Management (APO) stake by 2.1% in Q2 2026, selling an estimated $6.67K and leaving 2,489 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #1038.

Diversify Wealth Management first reported a position in APO in Q1 2026 and has held it in 2 quarters since. The position peaked at $311K in Q1 2026. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Diversify Wealth Management held 2,489 shares of Apollo Global Management worth $309K as of Q2 2026.
  • Diversify Wealth Management sold 53 Apollo Global Management shares in Q2 2026, an estimated $6.67K.
  • Apollo Global Management made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1038 holding.
  • Diversify Wealth Management first reported a position in Apollo Global Management in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Apollo Global Management position peaked at $311K in Q1 2026.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.