Measured Wealth Private Client Group’s Apollo Global Management APO Stock Holding History

Measured Wealth Private Client Group’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	$65.1K	Hold	550	–	–	0.02%	291
2026 Q1	$61.3K	Hold	550	–	–	0.02%	275
2025 Q4	$79.6K	Hold	550	–	–	0.02%	264
2025 Q3	$73.3K	Buy	+550	New	+$77.9K	0.02%	265
2022 Q1	–	Sell	-4,556	Closed	-$330K	–	174
2021 Q4	$330K	Buy	+4,556	New	+$329K	0.12%	107

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

Measured Wealth Private Client Group's APO Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Apollo Global Management (APO) position steady in Q2 2026 at 550 shares worth $65.1K. The position accounts for 0.02% of the portfolio, ranked #291.

Measured Wealth Private Client Group first reported a position in APO in Q4 2021 and has held it in 5 quarters since. The position peaked at $330K in Q4 2021. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Measured Wealth Private Client Group held 550 shares of Apollo Global Management worth $65.1K as of Q2 2026.
Measured Wealth Private Client Group left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #291 holding.
Measured Wealth Private Client Group first reported a position in Apollo Global Management in Q4 2021 and has held it in 5 quarters since.
Measured Wealth Private Client Group's Apollo Global Management position peaked at $330K in Q4 2021.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.