Raffa Wealth Management’s Apollo Global Management APO Stock Holding History

Raffa Wealth Management’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	$10.9K	Buy	92 +6	+7%	+$754	﹤0.01%	409
2026 Q1	$9.58K	Buy	86 +3	+4%	+$372	﹤0.01%	402
2025 Q4	$12K	Buy	83 +14	+20%	+$1.86K	﹤0.01%	349
2025 Q3	$9.2K	Buy	69 +12	+21%	+$1.7K	﹤0.01%	383
2025 Q2	$8.09K	Hold	57	–	–	﹤0.01%	420
2025 Q1	$7.81K	Buy	57 +6	+12%	+$923	﹤0.01%	352
2024 Q4	$8.42K	Hold	51	–	–	﹤0.01%	360
2024 Q3	$6.37K	Hold	51	–	–	﹤0.01%	377
2024 Q2	$6.02K	Hold	51	–	–	﹤0.01%	516
2024 Q1	$5.74K	Hold	51	–	–	﹤0.01%	489
2023 Q4	$4.75K	Buy	51 +23	+82%	+$2.03K	﹤0.01%	401
2023 Q3	$2.51K	Hold	28	–	–	﹤0.01%	520
2023 Q2	$2.15K	Hold	28	–	–	﹤0.01%	581
2023 Q1	$1.77K	Hold	28	–	–	﹤0.01%	641
2022 Q4	$1.79K	Hold	28	–	–	﹤0.01%	627
2022 Q3	$1.3K	Hold	28	–	–	﹤0.01%	719
2022 Q2	$1.36K	Hold	28	–	–	﹤0.01%	716
2022 Q1	$1.74K	Hold	28	–	–	﹤0.01%	682
2021 Q4	$2.03K	Hold	28	–	–	﹤0.01%	654
2021 Q3	$1.73K	Hold	28	–	–	﹤0.01%	663
2021 Q2	$1.74K	Hold	28	–	–	﹤0.01%	667
2021 Q1	$1.32K	Hold	28	–	–	﹤0.01%	753
2020 Q4	$1.37K	Hold	28	–	–	﹤0.01%	657
2020 Q3	$1.25K	Hold	28	–	–	﹤0.01%	603
2020 Q2	$1.4K	Buy	+28	New	+$1.23K	﹤0.01%	565

Other funds holding APO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raffa Wealth Management's APO Position: Q2 2026 in Review

Raffa Wealth Management increased its Apollo Global Management (APO) stake by 7% in Q2 2026, buying an estimated $754 and bringing the position to 92 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Raffa Wealth Management first reported a position in APO in Q2 2020 and has held it in 25 quarters since. The position peaked at $12K in Q4 2025. 1,102 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Raffa Wealth Management held 92 shares of Apollo Global Management worth $10.9K as of Q2 2026.
Raffa Wealth Management bought 6 Apollo Global Management shares in Q2 2026, an estimated $754.
Apollo Global Management made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #409 holding.
Raffa Wealth Management first reported a position in Apollo Global Management in Q2 2020 and has held it in 25 quarters since.
Raffa Wealth Management's Apollo Global Management position peaked at $12K in Q4 2025.
1,102 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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