Kestra Advisory Services’s Apollo Global Management APO Stock Holding History

Kestra Advisory Services’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	$3.15M	Sell	28,295 -12,312	-30%	-$1.53M	0.01%	1028
2025 Q4	$5.88M	Buy	40,607 +744	+2%	+$98.8K	0.02%	633
2025 Q3	$5.31M	Buy	39,863 +3,198	+9%	+$453K	0.02%	647
2025 Q2	$5.2M	Buy	36,665 +18,804	+105%	+$2.49M	0.03%	620
2025 Q1	$2.45M	Sell	17,861 -566	-3%	-$87K	0.01%	894
2024 Q4	$3.04M	Buy	18,427 +384	+2%	+$60.8K	0.02%	790
2024 Q3	$2.25M	Sell	18,043 -2,619	-13%	-$302K	0.01%	899
2024 Q2	$2.44M	Buy	20,662 +4,662	+29%	+$529K	0.01%	863
2024 Q1	$1.8M	Buy	16,000 +2,627	+20%	+$277K	0.01%	932
2023 Q4	$1.25M	Sell	13,373 -980	-7%	-$86.5K	0.01%	1010
2023 Q3	$1.29M	Sell	14,353 -5,476	-28%	-$460K	0.01%	877
2023 Q2	$1.52M	Sell	19,829 -2,439	-11%	-$163K	0.02%	787
2023 Q1	$1.41M	Sell	22,268 -5,740	-20%	-$384K	0.02%	784
2022 Q4	$1.79M	Buy	28,008 +432	+2%	+$25.7K	0.02%	796
2022 Q3	$1.28M	Buy	27,576 +1,549	+6%	+$85.1K	0.01%	857
2022 Q2	$1.26M	Sell	26,027 -805	-3%	-$43.8K	0.01%	861
2022 Q1	$1.66M	Buy	26,832 +12,488	+87%	+$821K	0.02%	739
2021 Q4	$1.04M	Sell	14,344 -5,832	-29%	-$421K	0.01%	963
2021 Q3	$1.24M	Buy	20,176 +5,581	+38%	+$335K	0.01%	904
2021 Q2	$908K	Buy	14,595 +982	+7%	+$54.5K	0.01%	995
2021 Q1	$640K	Sell	13,613 -10,383	-43%	-$505K	0.01%	1080
2020 Q4	$1.17M	Buy	23,996 +13,549	+130%	+$605K	0.01%	798
2020 Q3	$507K	Buy	+10,447	New	+$503K	0.01%	875

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kestra Advisory Services's APO Position: Q1 2026 in Review

Kestra Advisory Services reduced its Apollo Global Management (APO) stake by 30% in Q1 2026, selling an estimated $1.53M and leaving 28,295 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #1028.

Kestra Advisory Services first reported a position in APO in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.88M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Kestra Advisory Services held 28,295 shares of Apollo Global Management worth $3.15M as of Q1 2026.
Kestra Advisory Services sold 12,312 Apollo Global Management shares in Q1 2026, an estimated $1.53M.
Apollo Global Management made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1028 holding.
Kestra Advisory Services first reported a position in Apollo Global Management in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Apollo Global Management position peaked at $5.88M in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.