Harbor Asset Planning
APO icon

Harbor Asset Planning’s Apollo Global Management APO Stock Holding History

Harbor Asset Planning’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
Q3 		$84.2K Hold
726
– – 0.06% 158
2026
Q2 		$85.9K Hold
726
– – 0.06% 160
2026
Q1 		$80.9K Hold
726
– – 0.07% 152
2025
Q4 		$105K Hold
726
– – 0.09% 128
2025
Q3 		$96.7K Hold
726
– – 0.09% 139
2025
Q2 		$103K Buy
+726
New +$96.3K 0.1% 130

Other funds holding APO

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Harbor Asset Planning's APO Position: Q3 2026 in Review

Harbor Asset Planning held its Apollo Global Management (APO) position steady in Q3 2026 at 726 shares worth $84.2K. The position accounts for 0.06% of the portfolio, ranked #158.

Harbor Asset Planning first reported a position in APO in Q2 2025 and has held it in 6 quarters since. The position peaked at $105K in Q4 2025. 550 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Harbor Asset Planning held 726 shares of Apollo Global Management worth $84.2K as of Q3 2026.
  • Harbor Asset Planning left its Apollo Global Management share count unchanged in Q3 2026.
  • Apollo Global Management made up 0.06% of Harbor Asset Planning's portfolio in Q3 2026, its #158 holding.
  • Harbor Asset Planning first reported a position in Apollo Global Management in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Apollo Global Management position peaked at $105K in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.