Steward Partners Investment Advisory’s Apollo Global Management APO Stock Holding History

Steward Partners Investment Advisory’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	$4.32M	Sell	36,485 -4,285	-11%	-$539K	0.02%	618
2026 Q1	$4.54M	Sell	40,770 -3,457	-8%	-$428K	0.02%	543
2025 Q4	$6.4M	Sell	44,227 -23,252	-34%	-$3.09M	0.04%	409
2025 Q3	$8.99M	Sell	67,479 -11,818	-15%	-$1.67M	0.05%	309
2025 Q2	$11.2M	Buy	79,297 +12,391	+19%	+$1.64M	0.09%	228
2025 Q1	$9.16M	Buy	66,906 +1,085	+2%	+$167K	0.08%	248
2024 Q4	$10.9M	Buy	65,821 +18,946	+40%	+$3M	0.1%	207
2024 Q3	$5.86M	Buy	46,875 +12,973	+38%	+$1.5M	0.05%	325
2024 Q2	$4M	Buy	33,902 +721	+2%	+$81.8K	0.04%	388
2024 Q1	$3.73M	Buy	33,181 +18,262	+122%	+$1.93M	0.04%	402
2023 Q4	$1.39M	Buy	14,919 +877	+6%	+$77.4K	0.02%	615
2023 Q3	$1.26M	Buy	14,042 +93	+0.7%	+$7.82K	0.02%	601
2023 Q2	$1.07M	Sell	13,949 -11,316	-45%	-$757K	0.02%	672
2023 Q1	$1.6M	Buy	25,265 +1,081	+4%	+$72.4K	0.03%	535
2022 Q4	$1.54M	Sell	24,184 -732	-3%	-$43.5K	0.03%	529
2022 Q3	$1.16M	Sell	24,916 -1,062	-4%	-$58.3K	0.02%	575
2022 Q2	$1.26M	Sell	25,978 -9,570	-27%	-$521K	0.02%	567
2022 Q1	$2.2M	Buy	35,548 +16,306	+85%	+$1.07M	0.03%	448
2021 Q4	$1.39M	Buy	19,242 +977	+5%	+$70.5K	0.02%	600
2021 Q3	$1.13M	Buy	18,265 +3,987	+28%	+$240K	0.02%	622
2021 Q2	$888K	Buy	14,278 +3,125	+28%	+$173K	0.02%	722
2021 Q1	$524K	Buy	11,153 +3,061	+38%	+$149K	0.01%	875
2020 Q4	$396K	Sell	8,092 -67	-0.8%	-$2.99K	0.01%	825
2020 Q3	$365K	Buy	8,159 +2,926	+56%	+$141K	0.01%	753
2020 Q2	$261K	Buy	5,233 +2,301	+78%	+$101K	0.01%	795
2020 Q1	$98K	Sell	2,932 -6,431	-69%	-$276K	﹤0.01%	1004
2019 Q4	$446K	Buy	9,363 +801	+9%	+$34.2K	0.01%	650
2019 Q3	$323K	Sell	8,562 -62	-0.7%	-$2.26K	0.01%	705
2019 Q2	$295K	Sell	8,624 -778	-8%	-$24.7K	0.01%	700
2019 Q1	$265K	Sell	9,402 -1,046	-10%	-$29.7K	0.01%	670
2018 Q4	$256K	Sell	10,448 -1,308	-11%	-$37.5K	0.01%	635
2018 Q3	$406K	Buy	11,756 +1,951	+20%	+$68K	0.02%	561
2018 Q2	$312K	Buy	9,805 +1,048	+12%	+$32K	0.02%	558
2018 Q1	$259K	Buy	+8,757	New	+$295K	0.02%	570

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

Steward Partners Investment Advisory's APO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Apollo Global Management (APO) stake by 11% in Q2 2026, selling an estimated $539K and leaving 36,485 shares worth $4.32M. The position accounts for 0.02% of the portfolio, ranked #618.

Steward Partners Investment Advisory first reported a position in APO in Q1 2018 and has held it in 34 quarters since. The position peaked at $11.2M in Q2 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Steward Partners Investment Advisory held 36,485 shares of Apollo Global Management worth $4.32M as of Q2 2026.
Steward Partners Investment Advisory sold 4,285 Apollo Global Management shares in Q2 2026, an estimated $539K.
Apollo Global Management made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #618 holding.
Steward Partners Investment Advisory first reported a position in Apollo Global Management in Q1 2018 and has held it in 34 quarters since.
Steward Partners Investment Advisory's Apollo Global Management position peaked at $11.2M in Q2 2025.
1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.