Medallion Wealth Advisors’s Apollo Global Management APO Stock Holding History

Medallion Wealth Advisors’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	$7.45K	Buy	63 +1	+2%	+$126	﹤0.01%	796
2026 Q1	$6.91K	Hold	62	–	–	﹤0.01%	823
2025 Q4	$8.97K	Hold	62	–	–	﹤0.01%	763
2025 Q3	$8.26K	Hold	62	–	–	﹤0.01%	781
2025 Q2	$8.78K	Hold	62	–	–	﹤0.01%	751
2025 Q1	$8.58K	Buy	+62	New	+$9.53K	﹤0.01%	709

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 $3.37T AUM 44.26% 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

Medallion Wealth Advisors's APO Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Apollo Global Management (APO) stake by 1.6% in Q2 2026, buying an estimated $126 and bringing the position to 63 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Medallion Wealth Advisors first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.97K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Medallion Wealth Advisors held 63 shares of Apollo Global Management worth $7.45K as of Q2 2026.
Medallion Wealth Advisors bought 1 Apollo Global Management share in Q2 2026, an estimated $126.
Apollo Global Management made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #796 holding.
Medallion Wealth Advisors first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
Medallion Wealth Advisors's Apollo Global Management position peaked at $8.97K in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.