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Kestra Private Wealth Services’s Apollo Global Management APO Stock Holding History

Kestra Private Wealth 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 		$353K Sell
3,169
-21,442
-87% -$2.66M ﹤0.01% 1378
2025
Q4 		$3.56M Sell
24,611
-559
-2% -$74.2K 0.04% 382
2025
Q3 		$3.35M Buy
25,170
+2,002
+9% +$283K 0.04% 391
2025
Q2 		$3.29M Sell
23,168
-2,641
-10% -$350K 0.05% 374
2025
Q1 		$3.53M Buy
25,809
+1,627
+7% +$250K 0.06% 324
2024
Q4 		$3.99M Buy
+24,182
New +$3.83M 0.07% 291
2023
Q4 		– Sell
-2,394
Closed -$215K – 1221
2023
Q3 		$215K Sell
2,394
-2,087
-47% -$175K 0.01% 1005
2023
Q2 		$344K Sell
4,481
-13
-0.3% -$869 0.01% 771
2023
Q1 		$284K Sell
4,494
-1,260
-22% -$84.4K 0.01% 801
2022
Q4 		$367K Sell
5,754
-4,624
-45% -$275K 0.02% 609
2022
Q3 		$483K Buy
10,378
+674
+7% +$37K 0.03% 501
2022
Q2 		$470K Buy
9,704
+828
+9% +$45.1K 0.03% 526
2022
Q1 		$550K Sell
8,876
-531
-6% -$34.9K 0.03% 543
2021
Q4 		$681K Buy
9,407
+633
+7% +$45.7K 0.03% 496
2021
Q3 		$540K Buy
8,774
+1,853
+27% +$111K 0.03% 515
2021
Q2 		$430K Buy
6,921
+2,640
+62% +$146K 0.03% 555
2021
Q1 		$201K Buy
+4,281
New +$208K 0.01% 736

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kestra Private Wealth Services's APO Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Apollo Global Management (APO) stake by 87% in Q1 2026, selling an estimated $2.66M and leaving 3,169 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Kestra Private Wealth Services first reported a position in APO in Q1 2021 and has held it in 17 quarters since. The position peaked at $3.99M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Kestra Private Wealth Services held 3,169 shares of Apollo Global Management worth $353K as of Q1 2026.
  • Kestra Private Wealth Services sold 21,442 Apollo Global Management shares in Q1 2026, an estimated $2.66M.
  • Apollo Global Management made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1378 holding.
  • Kestra Private Wealth Services first reported a position in Apollo Global Management in Q1 2021 and has held it in 17 quarters since.
  • Kestra Private Wealth Services's Apollo Global Management position peaked at $3.99M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.