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Personal CFO Solutions’s Apollo Global Management APO Stock Holding History

Personal CFO Solutions’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 		$259K Buy
2,189
+389
+22% +$48.9K 0.04% 447
2026
Q1 		$201K Buy
1,800
+155
+9% +$19.2K 0.03% 514
2025
Q4 		$238K Sell
1,645
-266
-14% -$35.3K 0.04% 447
2025
Q3 		$255K Buy
1,911
+182
+11% +$25.8K 0.04% 406
2025
Q2 		$245K Buy
+1,729
New +$229K 0.05% 394

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

Personal CFO Solutions's APO Position: Q2 2026 in Review

Personal CFO Solutions increased its Apollo Global Management (APO) stake by 22% in Q2 2026, buying an estimated $48.9K and bringing the position to 2,189 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #447.

Personal CFO Solutions first reported a position in APO in Q2 2025 and has held it in 5 quarters since. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Personal CFO Solutions held 2,189 shares of Apollo Global Management worth $259K as of Q2 2026.
  • Personal CFO Solutions bought 389 Apollo Global Management shares in Q2 2026, an estimated $48.9K.
  • Apollo Global Management made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #447 holding.
  • Personal CFO Solutions first reported a position in Apollo Global Management in Q2 2025 and has held it in 5 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.