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Plante Moran Financial Advisors’s Apollo Global Management APO Stock Holding History

Plante Moran Financial Advisors’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 		$237 Buy
+2
New +$251 ﹤0.01% 1399
2026
Q1 		– Sell
-28
Closed -$4.05K – 731
2025
Q4 		$4.05K Sell
28
-36
-56% -$4.78K ﹤0.01% 657
2025
Q3 		$8.53K Hold
64
– – ﹤0.01% 570
2025
Q2 		$9.08K Hold
64
– – ﹤0.01% 576
2025
Q1 		$8.76K Hold
64
– – ﹤0.01% 590
2024
Q4 		$10.6K Hold
64
– – ﹤0.01% 568
2024
Q3 		$7.99K Hold
64
– – ﹤0.01% 625
2024
Q2 		$7.56K Hold
64
– – ﹤0.01% 608
2024
Q1 		$7.2K Buy
+64
New +$6.75K ﹤0.01% 648

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's APO Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Apollo Global Management (APO) in Q2 2026: 2 shares worth $237. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in APO as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in APO in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.6K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Plante Moran Financial Advisors held 2 shares of Apollo Global Management worth $237 as of Q2 2026.
  • Apollo Global Management was a new Plante Moran Financial Advisors position in Q2 2026.
  • Apollo Global Management made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1399 holding.
  • Plante Moran Financial Advisors first reported a position in Apollo Global Management in Q1 2024 and has held it in 9 quarters since.
  • Plante Moran Financial Advisors's Apollo Global Management position peaked at $10.6K in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.