HAP
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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Harbor Asset Planning's APO Position: Q2 2026 in Review

Harbor Asset Planning held its Apollo Global Management (APO) position steady in Q2 2026 at 726 shares worth $85.9K. The position accounts for 0.06% of the portfolio, ranked #160.

Harbor Asset Planning first reported a position in APO in Q2 2025 and has held it in 5 quarters since. The position peaked at $105K in Q4 2025. 216 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Harbor Asset Planning held 726 shares of Apollo Global Management worth $85.9K as of Q2 2026.
  • Harbor Asset Planning left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up 0.06% of Harbor Asset Planning's portfolio in Q2 2026, its #160 holding.
  • Harbor Asset Planning first reported a position in Apollo Global Management in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Apollo Global Management position peaked at $105K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.