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Innovative Asset Advisors Group’s Apollo Global Management APO Stock Holding History

Innovative Asset Advisors Group’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 		$184K Buy
1,559
+8
+0.5% +$1.01K 0.08% 189
2026
Q1 		$173K Buy
+1,551
New +$192K 0.1% 151

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
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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovative Asset Advisors Group's APO Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Apollo Global Management (APO) stake by 0.52% in Q2 2026, buying an estimated $1.01K and bringing the position to 1,559 shares worth $184K. The position accounts for 0.08% of the portfolio, ranked #189.

Innovative Asset Advisors Group first reported a position in APO in Q1 2026 and has held it in 2 quarters since. 1,102 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Innovative Asset Advisors Group held 1,559 shares of Apollo Global Management worth $184K as of Q2 2026.
  • Innovative Asset Advisors Group bought 8 Apollo Global Management shares in Q2 2026, an estimated $1.01K.
  • Apollo Global Management made up 0.08% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #189 holding.
  • Innovative Asset Advisors Group first reported a position in Apollo Global Management in Q1 2026 and has held it in 2 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.