Plan Group Financial’s Apollo Global Management APO Stock Holding History

Plan Group Financial’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	$609K	Sell	5,146 -366	-7%	-$46K	0.13%	116
2026 Q1	$614K	Sell	5,512 -162	-3%	-$20.1K	0.14%	116
2025 Q4	$821K	Buy	5,674 +237	+4%	+$31.5K	0.21%	95
2025 Q3	$725K	Buy	5,437 +239	+5%	+$33.8K	0.19%	105
2025 Q2	$737K	Buy	5,198 +999	+24%	+$132K	0.24%	94
2025 Q1	$575K	Buy	4,199 +1,457	+53%	+$224K	0.21%	91
2024 Q4	$453K	Buy	2,742 +46	+2%	+$7.29K	0.24%	71
2024 Q3	$337K	Buy	+2,696	New	+$311K	0.18%	83

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

Plan Group Financial's APO Position: Q2 2026 in Review

Plan Group Financial reduced its Apollo Global Management (APO) stake by 6.6% in Q2 2026, selling an estimated $46K and leaving 5,146 shares worth $609K. The position accounts for 0.13% of the portfolio, ranked #116.

Plan Group Financial first reported a position in APO in Q3 2024 and has held it in 8 quarters since. The position peaked at $821K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Plan Group Financial held 5,146 shares of Apollo Global Management worth $609K as of Q2 2026.
Plan Group Financial sold 366 Apollo Global Management shares in Q2 2026, an estimated $46K.
Apollo Global Management made up 0.13% of Plan Group Financial's portfolio in Q2 2026, its #116 holding.
Plan Group Financial first reported a position in Apollo Global Management in Q3 2024 and has held it in 8 quarters since.
Plan Group Financial's Apollo Global Management position peaked at $821K in Q4 2025.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.