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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
Q2 		$248K Sell
2,098
-84
-4% -$10.6K 0.01% 899
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
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

Independent Advisor Alliance's APO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Apollo Global Management (APO) stake by 3.8% in Q2 2026, selling an estimated $10.6K and leaving 2,098 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #899.

Independent Advisor Alliance first reported a position in APO in Q2 2024 and has held it in 9 quarters since. The position peaked at $568K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Independent Advisor Alliance held 2,098 shares of Apollo Global Management worth $248K as of Q2 2026.
  • Independent Advisor Alliance sold 84 Apollo Global Management shares in Q2 2026, an estimated $10.6K.
  • Apollo Global Management made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #899 holding.
  • Independent Advisor Alliance first reported a position in Apollo Global Management in Q2 2024 and has held it in 9 quarters since.
  • Independent Advisor Alliance's Apollo Global Management position peaked at $568K in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.