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Private Wealth Management Group’s Apollo Global Management APO Stock Holding History

Private Wealth Management Group’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
+4
+12% +$503 ﹤0.01% 885
2026
Q1 		$3.79K Buy
+34
New +$4.21K ﹤0.01% 866

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

Private Wealth Management Group's APO Position: Q2 2026 in Review

Private Wealth Management Group increased its Apollo Global Management (APO) stake by 12% in Q2 2026, buying an estimated $503 and bringing the position to 38 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Private Wealth Management Group first reported a position in APO in Q1 2026 and has held it in 2 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Private Wealth Management Group held 38 shares of Apollo Global Management worth $4.5K as of Q2 2026.
  • Private Wealth Management Group bought 4 Apollo Global Management shares in Q2 2026, an estimated $503.
  • Apollo Global Management made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #885 holding.
  • Private Wealth Management Group first reported a position in Apollo Global Management in Q1 2026 and has held it in 2 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.