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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
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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Plan Group Financial's APO Position: Q1 2026 in Review

Plan Group Financial reduced its Apollo Global Management (APO) stake by 2.9% in Q1 2026, selling an estimated $20.1K and leaving 5,512 shares worth $614K. The position accounts for 0.14% of the portfolio, ranked #116.

Plan Group Financial first reported a position in APO in Q3 2024 and has held it in 7 quarters since. The position peaked at $821K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Plan Group Financial held 5,512 shares of Apollo Global Management worth $614K as of Q1 2026.
  • Plan Group Financial sold 162 Apollo Global Management shares in Q1 2026, an estimated $20.1K.
  • Apollo Global Management made up 0.14% of Plan Group Financial's portfolio in Q1 2026, its #116 holding.
  • Plan Group Financial first reported a position in Apollo Global Management in Q3 2024 and has held it in 7 quarters since.
  • Plan Group Financial's Apollo Global Management position peaked at $821K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.