Independent Advisor Alliance’s Apollo Global Management APO Stock Holding History

Independent Advisor Alliance’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 Q1	$243K	Sell	2,182 -647	-23%	-$80.2K	﹤0.01%	1419
2025 Q4	$410K	Sell	2,829 -38	-1%	-$5.05K	0.01%	703
2025 Q3	$382K	Buy	2,867 +92	+3%	+$13K	0.01%	702
2025 Q2	$394K	Sell	2,775 -799	-22%	-$106K	0.01%	660
2025 Q1	$489K	Buy	3,574 +136	+4%	+$20.9K	0.02%	532
2024 Q4	$568K	Buy	3,438 +1,506	+78%	+$239K	0.01%	920
2024 Q3	$241K	Sell	1,932 -34	-2%	-$3.92K	0.01%	615
2024 Q2	$232K	Buy	+1,966	New	+$223K	0.01%	636

Other funds holding APO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independent Advisor Alliance's APO Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Apollo Global Management (APO) stake by 23% in Q1 2026, selling an estimated $80.2K and leaving 2,182 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Independent Advisor Alliance first reported a position in APO in Q2 2024 and has held it in 8 quarters since. The position peaked at $568K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Independent Advisor Alliance held 2,182 shares of Apollo Global Management worth $243K as of Q1 2026.
Independent Advisor Alliance sold 647 Apollo Global Management shares in Q1 2026, an estimated $80.2K.
Apollo Global Management made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1419 holding.
Independent Advisor Alliance first reported a position in Apollo Global Management in Q2 2024 and has held it in 8 quarters since.
Independent Advisor Alliance's Apollo Global Management position peaked at $568K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.