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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SHP Wealth Management's APO Position: Q1 2026 in Review

SHP Wealth Management increased its Apollo Global Management (APO) stake by 44% in Q1 2026, buying an estimated $5.95K and bringing the position to 157 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

SHP Wealth Management first reported a position in APO in Q4 2025 and has held it in 2 quarters since. 1,133 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • SHP Wealth Management held 157 shares of Apollo Global Management worth $17.5K as of Q1 2026.
  • SHP Wealth Management bought 48 Apollo Global Management shares in Q1 2026, an estimated $5.95K.
  • Apollo Global Management made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #762 holding.
  • SHP Wealth Management first reported a position in Apollo Global Management in Q4 2025 and has held it in 2 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.