Principia Wealth Advisory’s Apollo Global Management APO Stock Holding History

Principia Wealth Advisory’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	$4.5K	Buy	38 +17	+81%	+$2.14K	﹤0.01%	386
2026 Q1	$2.34K	Sell	21 -12	-36%	-$1.49K	﹤0.01%	475
2025 Q4	$4.78K	Buy	33 +8	+32%	+$1.06K	﹤0.01%	284
2025 Q3	$3.33K	Buy	25 +14	+127%	+$1.98K	﹤0.01%	341
2025 Q2	$1.56K	Buy	11 +2	+22%	+$265	﹤0.01%	444
2025 Q1	$1.16K	Sell	9 -5	-36%	-$769	﹤0.01%	365
2024 Q4	$2.31K	Buy	+14	New	+$2.22K	﹤0.01%	223

Other funds holding APO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Principia Wealth Advisory's APO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Apollo Global Management (APO) stake by 81% in Q2 2026, buying an estimated $2.14K and bringing the position to 38 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Principia Wealth Advisory first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.78K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Principia Wealth Advisory held 38 shares of Apollo Global Management worth $4.5K as of Q2 2026.
Principia Wealth Advisory bought 17 Apollo Global Management shares in Q2 2026, an estimated $2.14K.
Apollo Global Management made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #386 holding.
Principia Wealth Advisory first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Apollo Global Management position peaked at $4.78K in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.