OneDigital Investment Advisors’s Apollo Global Management APO Stock Holding History

OneDigital Investment 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	$262K	Buy	+2,217	New	+$279K	﹤0.01%	1366
2026 Q1	–	Sell	-2,081	Closed	-$301K	–	1468
2025 Q4	$301K	Buy	2,081 +251	+14%	+$33.3K	﹤0.01%	1207
2025 Q3	$244K	Buy	1,830 +144	+9%	+$20.4K	﹤0.01%	1318
2025 Q2	$239K	Sell	1,686 -474	-22%	-$62.9K	﹤0.01%	1296
2025 Q1	$296K	Sell	2,160 -733	-25%	-$113K	﹤0.01%	1113
2024 Q4	$478K	Sell	2,893 -262	-8%	-$41.5K	0.01%	908
2024 Q3	$394K	Buy	3,155 +34	+1%	+$3.92K	﹤0.01%	1028
2024 Q2	$368K	Buy	3,121 +760	+32%	+$86.2K	﹤0.01%	1017
2024 Q1	$266K	Sell	2,361 -4,313	-65%	-$455K	﹤0.01%	959
2023 Q4	$622K	Buy	+6,674	New	+$589K	0.01%	635
2018 Q1	–	Sell	-832	Closed	-$28K	–	1327
2017 Q4	$28K	Buy	+832	New	+$26.1K	﹤0.01%	672

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

OneDigital Investment Advisors's APO Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in Apollo Global Management (APO) in Q2 2026: 2,217 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in APO as recently as Q4 2025.

OneDigital Investment Advisors first reported a position in APO in Q4 2017 and has held it in 11 quarters since. The position peaked at $622K in Q4 2023. 1,177 funds tracked by Wall St. Rank hold APO as of Q2 2026.

OneDigital Investment Advisors held 2,217 shares of Apollo Global Management worth $262K as of Q2 2026.
Apollo Global Management was a new OneDigital Investment Advisors position in Q2 2026.
Apollo Global Management made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1366 holding.
OneDigital Investment Advisors first reported a position in Apollo Global Management in Q4 2017 and has held it in 11 quarters since.
OneDigital Investment Advisors's Apollo Global Management position peaked at $622K in Q4 2023.
1,177 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.