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Finivi Inc’s Apollo Global Management APO Stock Holding History

Finivi Inc’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
-1,865
Closed -$270K – 105
2025
Q4 		$270K Buy
1,865
+59
+3% +$7.84K 0.16% 92
2025
Q3 		$241K Buy
1,806
+63
+4% +$8.92K 0.15% 93
2025
Q2 		$247K Buy
+1,743
New +$231K 0.17% 90

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Finivi Inc's APO Position: Q1 2026 in Review

Finivi Inc sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,865 shares — an estimated $270K sold.

Finivi Inc first reported a position in APO in Q2 2025 and held it in 3 quarters. The position peaked at $270K in Q4 2025. 1,134 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Finivi Inc reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Finivi Inc sold 1,865 Apollo Global Management shares in Q1 2026, an estimated $270K.
  • Finivi Inc first reported a position in Apollo Global Management in Q2 2025 and held it in 3 quarters.
  • Finivi Inc's Apollo Global Management position peaked at $270K in Q4 2025.
  • 1,134 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Finivi Inc's 13F filing for Q1 2026, filed 10 Apr 2026.