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Integrated Wealth Concepts’s Apollo Global Management APO Stock Holding History

Integrated Wealth Concepts’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 		$553K Buy
+4,964
New +$615K ﹤0.01% 1475
2025
Q3 		– Sell
-1,482
Closed -$210K – 1979
2025
Q2 		$210K Sell
1,482
-1,446
-49% -$192K ﹤0.01% 1747
2025
Q1 		$401K Sell
2,928
-441
-13% -$67.8K ﹤0.01% 1252
2024
Q4 		$556K Buy
3,369
+837
+33% +$133K 0.01% 1085
2024
Q3 		$316K Sell
2,532
-269
-10% -$31.1K ﹤0.01% 1308
2024
Q2 		$331K Sell
2,801
-440
-14% -$49.9K ﹤0.01% 1264
2024
Q1 		$364K Buy
3,241
+506
+19% +$53.4K 0.01% 1213
2023
Q4 		$255K Buy
2,735
+145
+6% +$12.8K ﹤0.01% 1342
2023
Q3 		$232K Buy
+2,590
New +$218K ﹤0.01% 1345

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's APO Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Apollo Global Management (APO) in Q1 2026: 4,964 shares worth $553K. The stake represents ﹤0.01% of the portfolio and ranks #1475 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in APO as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in APO in Q3 2023 and has held it in 9 quarters since. The position peaked at $556K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Integrated Wealth Concepts held 4,964 shares of Apollo Global Management worth $553K as of Q1 2026.
  • Apollo Global Management was a new Integrated Wealth Concepts position in Q1 2026.
  • Apollo Global Management made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1475 holding.
  • Integrated Wealth Concepts first reported a position in Apollo Global Management in Q3 2023 and has held it in 9 quarters since.
  • Integrated Wealth Concepts's Apollo Global Management position peaked at $556K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.