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PDS Planning’s Apollo Global Management APO Stock Holding History

PDS Planning’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 		$245K Buy
2,075
+269
+15% +$33.8K 0.01% 497
2026
Q1 		$201K Sell
1,806
-400
-18% -$49.6K 0.01% 525
2025
Q4 		$319K Buy
2,206
+73
+3% +$9.7K 0.02% 366
2025
Q3 		$284K Sell
2,133
-21
-1% -$2.97K 0.02% 396
2025
Q2 		$306K Buy
2,154
+236
+12% +$31.3K 0.02% 345
2025
Q1 		$263K Buy
1,918
+490
+34% +$75.3K 0.02% 359
2024
Q4 		$236K Buy
+1,428
New +$226K 0.02% 360

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

PDS Planning's APO Position: Q2 2026 in Review

PDS Planning increased its Apollo Global Management (APO) stake by 15% in Q2 2026, buying an estimated $33.8K and bringing the position to 2,075 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #497.

PDS Planning first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $319K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • PDS Planning held 2,075 shares of Apollo Global Management worth $245K as of Q2 2026.
  • PDS Planning bought 269 Apollo Global Management shares in Q2 2026, an estimated $33.8K.
  • Apollo Global Management made up 0.01% of PDS Planning's portfolio in Q2 2026, its #497 holding.
  • PDS Planning first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
  • PDS Planning's Apollo Global Management position peaked at $319K in Q4 2025.
  • 1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.