Heritage Wealth Advisors’s Apollo Global Management APO Stock Holding History

Heritage Wealth Advisors’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	$130K	Hold	1,100	–	–	﹤0.01%	242
2026 Q1	$123K	Hold	1,100	–	–	﹤0.01%	236
2025 Q4	$159K	Hold	1,100	–	–	0.01%	238
2025 Q3	$147K	Hold	1,100	–	–	0.01%	222
2025 Q2	$156K	Hold	1,100	–	–	0.01%	220
2025 Q1	$151K	Hold	1,100	–	–	0.01%	220
2024 Q4	$182K	Hold	1,100	–	–	0.01%	209
2024 Q3	$137K	Buy	1,100 +100	+10%	+$11.5K	0.01%	243
2024 Q2	$118K	Hold	1,000	–	–	0.01%	241
2024 Q1	$112K	Hold	1,000	–	–	0.01%	249
2023 Q4	$93.2K	Hold	1,000	–	–	﹤0.01%	273
2023 Q3	$89.8K	Hold	1,000	–	–	﹤0.01%	258
2023 Q2	$76.8K	Hold	1,000	–	–	﹤0.01%	281
2023 Q1	$63.2K	Hold	1,000	–	–	﹤0.01%	292
2022 Q4	$63.8K	Hold	1,000	–	–	﹤0.01%	294
2022 Q3	$46.5K	Hold	1,000	–	–	﹤0.01%	306
2022 Q2	$48K	Hold	1,000	–	–	﹤0.01%	334
2022 Q1	$62K	Hold	1,000	–	–	﹤0.01%	293
2021 Q4	$72K	Hold	1,000	–	–	﹤0.01%	293
2021 Q3	$61.6K	Hold	1,000	–	–	﹤0.01%	301
2021 Q2	$62.2K	Hold	1,000	–	–	﹤0.01%	306
2021 Q1	$47K	Hold	1,000	–	–	﹤0.01%	337
2020 Q4	$49K	Hold	1,000	–	–	﹤0.01%	327
2020 Q3	$44.8K	Hold	1,000	–	–	0.01%	277
2020 Q2	$49.9K	Hold	1,000	–	–	0.01%	256
2020 Q1	$33.5K	Hold	1,000	–	–	0.01%	274
2019 Q4	$47.7K	Hold	1,000	–	–	0.01%	309
2019 Q3	$37K	Buy	1,000 +500	+100%	+$18.2K	0.01%	301
2019 Q2	$17.1K	Hold	500	–	–	﹤0.01%	351
2019 Q1	$14.1K	Hold	500	–	–	﹤0.01%	335
2018 Q4	$12K	Hold	500	–	–	﹤0.01%	296
2018 Q3	$17K	Buy	+500	New	+$17.4K	﹤0.01%	271

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Heritage Wealth Advisors's APO Position: Q2 2026 in Review

Heritage Wealth Advisors held its Apollo Global Management (APO) position steady in Q2 2026 at 1,100 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Heritage Wealth Advisors first reported a position in APO in Q3 2018 and has held it in 32 quarters since. The position peaked at $182K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Heritage Wealth Advisors held 1,100 shares of Apollo Global Management worth $130K as of Q2 2026.
Heritage Wealth Advisors left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #242 holding.
Heritage Wealth Advisors first reported a position in Apollo Global Management in Q3 2018 and has held it in 32 quarters since.
Heritage Wealth Advisors's Apollo Global Management position peaked at $182K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.