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Kingsview Wealth Management’s Apollo Global Management APO Stock Holding History

Kingsview Wealth 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 		$5.01M Sell
42,344
-22,578
-35% -$2.84M 0.06% 295
2026
Q1 		$7.23M Buy
64,922
+61,604
+1,857% +$7.64M 0.1% 212
2025
Q4 		$480K Buy
3,318
+176
+6% +$23.4K 0.01% 858
2025
Q3 		$419K Buy
3,142
+386
+14% +$54.6K 0.01% 863
2025
Q2 		$391K Buy
2,756
+38
+1% +$5.04K 0.01% 856
2025
Q1 		$372K Sell
2,718
-726
-21% -$112K 0.01% 818
2024
Q4 		$569K Buy
3,444
+460
+15% +$72.9K 0.01% 703
2024
Q3 		$373K Sell
2,984
-462
-13% -$53.3K 0.01% 802
2024
Q2 		$407K Sell
3,446
-91
-3% -$10.3K 0.01% 749
2024
Q1 		$398K Buy
3,537
+795
+29% +$83.9K 0.01% 730
2023
Q4 		$256K Sell
2,742
-408
-13% -$36K 0.01% 820
2023
Q3 		$283K Hold
3,150
– – 0.01% 768
2023
Q2 		$242K Buy
+3,150
New +$211K 0.01% 808
2023
Q1 		– Sell
-3,165
Closed -$202K – 884
2022
Q4 		$202K Buy
+3,165
New +$188K 0.01% 791
2021
Q2 		– Sell
-6,194
Closed -$297K – 915
2021
Q1 		$297K Buy
+6,194
New +$301K 0.02% 645
2020
Q2 		– Sell
-9,060
Closed -$304K – 612
2020
Q1 		$304K Hold
9,060
– – 0.04% 356
2019
Q4 		$432K Buy
9,060
+1,100
+14% +$46.9K 0.05% 306
2019
Q3 		$301K Buy
+7,960
New +$290K 0.05% 333

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

Kingsview Wealth Management's APO Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Apollo Global Management (APO) stake by 35% in Q2 2026, selling an estimated $2.84M and leaving 42,344 shares worth $5.01M. The position accounts for 0.06% of the portfolio, ranked #295.

Kingsview Wealth Management first reported a position in APO in Q3 2019 and has held it in 18 quarters since. The position peaked at $7.23M in Q1 2026. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Kingsview Wealth Management held 42,344 shares of Apollo Global Management worth $5.01M as of Q2 2026.
  • Kingsview Wealth Management sold 22,578 Apollo Global Management shares in Q2 2026, an estimated $2.84M.
  • Apollo Global Management made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Kingsview Wealth Management first reported a position in Apollo Global Management in Q3 2019 and has held it in 18 quarters since.
  • Kingsview Wealth Management's Apollo Global Management position peaked at $7.23M in Q1 2026.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.