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

SHP 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 		$11.7K Sell
99
-58
-37% -$7.29K ﹤0.01% 919
2026
Q1 		$17.5K Buy
157
+48
+44% +$5.95K ﹤0.01% 762
2025
Q4 		$15.8K Buy
+109
New +$14.5K ﹤0.01% 733

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

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

SHP Wealth Management reduced its Apollo Global Management (APO) stake by 37% in Q2 2026, selling an estimated $7.29K and leaving 99 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

SHP Wealth Management first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.5K in Q1 2026. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • SHP Wealth Management held 99 shares of Apollo Global Management worth $11.7K as of Q2 2026.
  • SHP Wealth Management sold 58 Apollo Global Management shares in Q2 2026, an estimated $7.29K.
  • Apollo Global Management made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #919 holding.
  • SHP Wealth Management first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Apollo Global Management position peaked at $17.5K in Q1 2026.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.