PS
APO icon

Principal Securities’s Apollo Global Management APO Stock Holding History

Principal Securities’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 		$1.02M Buy
8,630
+2,250
+35% +$283K 0.01% 777
2026
Q1 		$711K Buy
6,380
+2,671
+72% +$331K 0.01% 843
2025
Q4 		$537K Sell
3,709
-338
-8% -$44.9K 0.01% 913
2025
Q3 		$539K Sell
4,047
-176
-4% -$24.9K 0.01% 884
2025
Q2 		$599K Buy
4,223
+389
+10% +$51.6K 0.01% 790
2025
Q1 		$633K Hold
3,834
– – 0.01% 694
2024
Q4 		$633K Buy
3,834
+727
+23% +$115K 0.01% 689
2024
Q3 		$388K Buy
3,107
+947
+44% +$109K 0.01% 845
2024
Q2 		$255K Buy
2,160
+281
+15% +$31.9K 0.01% 950
2024
Q1 		$211K Buy
1,879
+283
+18% +$29.9K 0.01% 991
2023
Q4 		$149K Buy
+1,596
New +$141K 0.01% 1027

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 $3.37T AUM 44.26% 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

Principal Securities's APO Position: Q2 2026 in Review

Principal Securities increased its Apollo Global Management (APO) stake by 35% in Q2 2026, buying an estimated $283K and bringing the position to 8,630 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #777.

Principal Securities first reported a position in APO in Q4 2023 and has held it in 11 quarters since. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Principal Securities held 8,630 shares of Apollo Global Management worth $1.02M as of Q2 2026.
  • Principal Securities bought 2,250 Apollo Global Management shares in Q2 2026, an estimated $283K.
  • Apollo Global Management made up 0.01% of Principal Securities's portfolio in Q2 2026, its #777 holding.
  • Principal Securities first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.