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

HB 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 		$1.63M Buy
13,802
+1,733
+14% +$218K 0.01% 537
2026
Q1 		$1.34M Sell
12,069
-962
-7% -$119K 0.01% 560
2025
Q4 		$1.89M Sell
13,031
-177
-1% -$23.5K 0.01% 420
2025
Q3 		$1.76M Buy
13,208
+1,399
+12% +$198K 0.01% 440
2025
Q2 		$1.68M Buy
11,809
+2,500
+27% +$332K 0.01% 414
2025
Q1 		$1.27M Buy
9,309
+2,011
+28% +$309K 0.01% 482
2024
Q4 		$1.21M Buy
7,298
+2,709
+59% +$429K 0.01% 381
2024
Q3 		$573K Buy
4,589
+504
+12% +$58.2K 0.01% 543
2024
Q2 		$482K Buy
4,085
+211
+5% +$23.9K 0.01% 553
2024
Q1 		$436K Buy
3,874
+120
+3% +$12.7K 0.01% 546
2023
Q4 		$350K Buy
3,754
+798
+27% +$70.5K 0.01% 554
2023
Q3 		$265K Buy
+2,956
New +$248K ﹤0.01% 600

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

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

HB Wealth Management increased its Apollo Global Management (APO) stake by 14% in Q2 2026, buying an estimated $218K and bringing the position to 13,802 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #537.

HB Wealth Management first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.89M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • HB Wealth Management held 13,802 shares of Apollo Global Management worth $1.63M as of Q2 2026.
  • HB Wealth Management bought 1,733 Apollo Global Management shares in Q2 2026, an estimated $218K.
  • Apollo Global Management made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #537 holding.
  • HB Wealth Management first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
  • HB Wealth Management's Apollo Global Management position peaked at $1.89M in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.