IWA
APO icon

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

Icon 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 		$4.01M Buy
33,892
+10,855
+47% +$1.36M 0.24% 68
2026
Q1 		$2.82M Buy
23,037
+14,525
+171% +$1.8M 0.18% 84
2025
Q4 		$1.23M Buy
8,512
+2,738
+47% +$364K 0.08% 156
2025
Q3 		$770K Buy
+5,774
New +$817K 0.05% 204

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

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

Icon Wealth Advisors increased its Apollo Global Management (APO) stake by 47% in Q2 2026, buying an estimated $1.36M and bringing the position to 33,892 shares worth $4.01M. The position accounts for 0.24% of the portfolio, ranked #68.

Icon Wealth Advisors first reported a position in APO in Q3 2025 and has held it in 4 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Icon Wealth Advisors held 33,892 shares of Apollo Global Management worth $4.01M as of Q2 2026.
  • Icon Wealth Advisors bought 10,855 Apollo Global Management shares in Q2 2026, an estimated $1.36M.
  • Apollo Global Management made up 0.24% of Icon Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Icon Wealth Advisors first reported a position in Apollo Global Management in Q3 2025 and has held it in 4 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.