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Intentional Wealth Strategies’s Apollo Global Management APO Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-29
Closed -$3.23K – 122
2026
Q1 		$3.23K Buy
+29
New +$3.6K ﹤0.01% 573

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

Intentional Wealth Strategies's APO Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 29 shares — an estimated $3.23K sold.

Intentional Wealth Strategies first reported a position in APO in Q1 2026 and held it in 1 quarter. The position peaked at $3.23K in Q1 2026. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 29 Apollo Global Management shares in Q2 2026, an estimated $3.23K.
  • Intentional Wealth Strategies first reported a position in Apollo Global Management in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Apollo Global Management position peaked at $3.23K in Q1 2026.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.