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Savvy Advisors Inc’s Apollo Global Management APO Stock Holding History

Savvy Advisors Inc’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 		$275K Sell
2,321
-212
-8% -$26.7K 0.01% 1039
2026
Q1 		$282K Buy
2,533
+967
+62% +$120K 0.01% 900
2025
Q4 		$227K Buy
+1,566
New +$208K 0.01% 897

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

Savvy Advisors Inc's APO Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Apollo Global Management (APO) stake by 8.4% in Q2 2026, selling an estimated $26.7K and leaving 2,321 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #1039.

Savvy Advisors Inc first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $282K in Q1 2026. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Savvy Advisors Inc held 2,321 shares of Apollo Global Management worth $275K as of Q2 2026.
  • Savvy Advisors Inc sold 212 Apollo Global Management shares in Q2 2026, an estimated $26.7K.
  • Apollo Global Management made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1039 holding.
  • Savvy Advisors Inc first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Apollo Global Management position peaked at $282K in Q1 2026.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.