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SageView Advisory Group’s Apollo Global Management APO Stock Holding History

SageView Advisory 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 		$230K Buy
1,942
+92
+5% +$11.6K 0.01% 571
2026
Q1 		$206K Sell
1,850
-406
-18% -$50.3K 0.01% 568
2025
Q4 		$327K Sell
2,256
-585
-21% -$77.7K 0.01% 456
2025
Q3 		$379K Buy
2,841
+17
+0.6% +$2.41K 0.01% 445
2025
Q2 		$420K Buy
2,824
+17
+0.6% +$2.25K 0.02% 412
2025
Q1 		$384K Buy
2,807
+60
+2% +$9.23K 0.02% 401
2024
Q4 		$454K Buy
2,747
+119
+5% +$18.9K 0.02% 361
2024
Q3 		$328K Sell
2,628
-482
-15% -$55.6K 0.02% 367
2024
Q2 		$367K Buy
3,110
+494
+19% +$56.1K 0.02% 393
2024
Q1 		$294K Sell
2,616
-135
-5% -$14.2K 0.01% 424
2023
Q4 		$279K Buy
2,751
+244
+10% +$21.5K 0.01% 531
2023
Q3 		$225K Buy
+2,507
New +$211K 0.01% 491

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

SageView Advisory Group's APO Position: Q2 2026 in Review

SageView Advisory Group increased its Apollo Global Management (APO) stake by 5% in Q2 2026, buying an estimated $11.6K and bringing the position to 1,942 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #571.

SageView Advisory Group first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $454K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • SageView Advisory Group held 1,942 shares of Apollo Global Management worth $230K as of Q2 2026.
  • SageView Advisory Group bought 92 Apollo Global Management shares in Q2 2026, an estimated $11.6K.
  • Apollo Global Management made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #571 holding.
  • SageView Advisory Group first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
  • SageView Advisory Group's Apollo Global Management position peaked at $454K in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.