Resonant Capital Advisors’s Apollo Global Management APO Stock Holding History

Resonant Capital 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	$287K	Sell	2,577 -486	-16%	-$60.2K	0.02%	396
2025 Q4	$443K	Sell	3,063 -43	-1%	-$5.71K	0.02%	260
2025 Q3	$414K	Buy	3,106 +148	+5%	+$21K	0.02%	274
2025 Q2	$420K	Buy	2,958 +541	+22%	+$71.7K	0.03%	265
2025 Q1	$331K	Buy	2,417 +30	+1%	+$4.61K	0.02%	271
2024 Q4	$394K	Sell	2,387 -671	-22%	-$106K	0.03%	230
2024 Q3	$382K	Buy	3,058 +3	+0.1%	+$346	0.03%	238
2024 Q2	$361K	Buy	3,055 +259	+9%	+$29.4K	0.03%	236
2024 Q1	$314K	Buy	2,796 +616	+28%	+$65K	0.03%	265
2023 Q4	$203K	Buy	+2,180	New	+$192K	0.02%	277

Other funds holding APO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Resonant Capital Advisors's APO Position: Q1 2026 in Review

Resonant Capital Advisors reduced its Apollo Global Management (APO) stake by 16% in Q1 2026, selling an estimated $60.2K and leaving 2,577 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #396.

Resonant Capital Advisors first reported a position in APO in Q4 2023 and has held it in 10 quarters since. The position peaked at $443K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Resonant Capital Advisors held 2,577 shares of Apollo Global Management worth $287K as of Q1 2026.
Resonant Capital Advisors sold 486 Apollo Global Management shares in Q1 2026, an estimated $60.2K.
Apollo Global Management made up 0.02% of Resonant Capital Advisors's portfolio in Q1 2026, its #396 holding.
Resonant Capital Advisors first reported a position in Apollo Global Management in Q4 2023 and has held it in 10 quarters since.
Resonant Capital Advisors's Apollo Global Management position peaked at $443K in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.