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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
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

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VPM
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Geode Capital Management
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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