MONECO Advisors’s Apollo Global Management APO Stock Holding History

MONECO 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 Q1	$213K	Sell	1,911 -11	-0.6%	-$1.36K	0.02%	497
2025 Q4	$278K	Sell	1,922 -10	-0.5%	-$1.33K	0.02%	418
2025 Q3	$257K	Buy	1,932 +95	+5%	+$13.4K	0.02%	427
2025 Q2	$261K	Sell	1,837 -143	-7%	-$19K	0.02%	410
2025 Q1	$271K	Buy	1,980 +5	+0.3%	+$769	0.03%	384
2024 Q4	$326K	Buy	1,975 +137	+7%	+$21.7K	0.03%	353
2024 Q3	$230K	Buy	1,838 +1	+0.1%	+$115	0.03%	396
2024 Q2	$217K	Buy	+1,837	New	+$208K	0.03%	392

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

MONECO Advisors's APO Position: Q1 2026 in Review

MONECO Advisors reduced its Apollo Global Management (APO) stake by 0.57% in Q1 2026, selling an estimated $1.36K and leaving 1,911 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #497.

MONECO Advisors first reported a position in APO in Q2 2024 and has held it in 8 quarters since. The position peaked at $326K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

MONECO Advisors held 1,911 shares of Apollo Global Management worth $213K as of Q1 2026.
MONECO Advisors sold 11 Apollo Global Management shares in Q1 2026, an estimated $1.36K.
Apollo Global Management made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #497 holding.
MONECO Advisors first reported a position in Apollo Global Management in Q2 2024 and has held it in 8 quarters since.
MONECO Advisors's Apollo Global Management position peaked at $326K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.