Planning Strategies’s Apollo Global Management APO Stock Holding History

Planning Strategies’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	$14.9K	Buy	+126	New	+$15.8K	0.01%	278

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Planning Strategies's APO Position: Q2 2026 in Review

Planning Strategies opened a new position in Apollo Global Management (APO) in Q2 2026: 126 shares worth $14.9K. The stake represents 0.01% of the portfolio and ranks #278 among its holdings.

1,102 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Planning Strategies held 126 shares of Apollo Global Management worth $14.9K as of Q2 2026.
Apollo Global Management was a new Planning Strategies position in Q2 2026.
Apollo Global Management made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #278 holding.
1,102 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.