IWC
APO icon

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
Q2 		$604K Buy
5,101
+137
+3% +$17.2K ﹤0.01% 1539
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 $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 $3.37T 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

Integrated Wealth Concepts's APO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Apollo Global Management (APO) stake by 2.8% in Q2 2026, buying an estimated $17.2K and bringing the position to 5,101 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Integrated Wealth Concepts first reported a position in APO in Q3 2023 and has held it in 10 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Integrated Wealth Concepts held 5,101 shares of Apollo Global Management worth $604K as of Q2 2026.
  • Integrated Wealth Concepts bought 137 Apollo Global Management shares in Q2 2026, an estimated $17.2K.
  • Apollo Global Management made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1539 holding.
  • Integrated Wealth Concepts first reported a position in Apollo Global Management in Q3 2023 and has held it in 10 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.