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 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 -10,093	-69%	-$1.43M	0.02%	245
2025 Q2	$2.04M	Buy	14,719 +4,737	+47%	+$628K	0.03%	180
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 $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 Investment Management's APO Position: Q1 2026 in Review

Kestra Investment Management reduced its Apollo Global Management (APO) stake by 4.8% in Q1 2026, selling an estimated $28.4K and leaving 4,496 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #290.

Kestra Investment Management first reported a position in APO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Kestra Investment Management held 4,496 shares of Apollo Global Management worth $501K as of Q1 2026.
Kestra Investment Management sold 229 Apollo Global Management shares in Q1 2026, an estimated $28.4K.
Apollo Global Management made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #290 holding.
Kestra Investment Management first reported a position in Apollo Global Management in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's Apollo Global Management position peaked at $2.04M in Q2 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.