Sargent Investment Group’s Apollo Global Management APO Stock Holding History

Sargent Investment 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	$205K	Buy	+1,734	New	+$218K	0.02%	261
2026 Q1	–	Sell	-1,721	Closed	-$249K	–	271
2025 Q4	$249K	Buy	+1,721	New	+$229K	0.03%	223
2025 Q3	–	Sell	-1,667	Closed	-$243K	–	132
2025 Q2	$243K	Sell	1,667 -42	-2%	-$5.57K	0.03%	214
2025 Q1	$234K	Buy	1,709 +62	+4%	+$9.53K	0.04%	207
2024 Q4	$255K	Buy	+1,647	New	+$261K	0.04%	204
2024 Q1	–	Sell	-2,705	Closed	-$252K	–	202
2023 Q4	$252K	Buy	2,705 +20	+0.7%	+$1.77K	0.06%	181
2023 Q3	$241K	Buy	2,685 +5	+0.2%	+$420	0.06%	174
2023 Q2	$206K	Buy	+2,680	New	+$179K	0.05%	183

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 $3.37T 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

Sargent Investment Group's APO Position: Q2 2026 in Review

Sargent Investment Group opened a new position in Apollo Global Management (APO) in Q2 2026: 1,734 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #261 among its holdings. This is a return to the name: Sargent Investment Group previously reported a position in APO as recently as Q4 2025.

Sargent Investment Group first reported a position in APO in Q2 2023 and has held it in 8 quarters since. The position peaked at $255K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Sargent Investment Group held 1,734 shares of Apollo Global Management worth $205K as of Q2 2026.
Apollo Global Management was a new Sargent Investment Group position in Q2 2026.
Apollo Global Management made up 0.02% of Sargent Investment Group's portfolio in Q2 2026, its #261 holding.
Sargent Investment Group first reported a position in Apollo Global Management in Q2 2023 and has held it in 8 quarters since.
Sargent Investment Group's Apollo Global Management position peaked at $255K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.