Kestra Investment Management’s Apollo Global Management APO Stock Holding History

Kestra Investment Management’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	$559K	Buy	4,724 +228	+5%	+$28.7K	0.01%	301
2026 Q1	$501K	Sell	4,496 -229	-5%	-$28.4K	0.01%	290
2025 Q4	$684K	Buy	4,725 +99	+2%	+$13.1K	0.02%	240
2025 Q3	$616K	Sell	4,626 -111	-2%	-$15.7K	0.02%	245
2025 Q2	$672K	Sell	4,737 -5,245	-53%	-$696K	0.02%	243
2025 Q1	$1.37M	Buy	9,982 +3,339	+50%	+$513K	0.04%	132
2024 Q4	$1.1M	Sell	6,643 -2,900	-30%	-$459K	0.04%	127
2024 Q3	$1.19M	Buy	+9,543	New	+$1.1M	0.05%	105

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Kestra Investment Management's APO Position: Q2 2026 in Review

Kestra Investment Management increased its Apollo Global Management (APO) stake by 5.1% in Q2 2026, buying an estimated $28.7K and bringing the position to 4,724 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #301.

Kestra Investment Management first reported a position in APO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q1 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Kestra Investment Management held 4,724 shares of Apollo Global Management worth $559K as of Q2 2026.
Kestra Investment Management bought 228 Apollo Global Management shares in Q2 2026, an estimated $28.7K.
Apollo Global Management made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #301 holding.
Kestra Investment Management first reported a position in Apollo Global Management in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Apollo Global Management position peaked at $1.37M in Q1 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.