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Strategic Wealth Partners’s Apollo Global Management APO Stock Holding History

Strategic Wealth Partners’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 		$86.1K Sell
728
-232
-24% -$29.2K 0.01% 425
2026
Q1 		$107K Sell
960
-3,999
-81% -$496K 0.01% 383
2025
Q4 		$718K Sell
4,959
-4,341
-47% -$577K 0.05% 174
2025
Q3 		$1.24M Buy
9,300
+153
+2% +$21.7K 0.09% 143
2025
Q2 		$1.3M Buy
+9,147
New +$1.21M 0.1% 129

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 $3.37T AUM 44.26% 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

Strategic Wealth Partners's APO Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Apollo Global Management (APO) stake by 24% in Q2 2026, selling an estimated $29.2K and leaving 728 shares worth $86.1K. The position accounts for 0.01% of the portfolio, ranked #425.

Strategic Wealth Partners first reported a position in APO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q2 2025. 1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Strategic Wealth Partners held 728 shares of Apollo Global Management worth $86.1K as of Q2 2026.
  • Strategic Wealth Partners sold 232 Apollo Global Management shares in Q2 2026, an estimated $29.2K.
  • Apollo Global Management made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #425 holding.
  • Strategic Wealth Partners first reported a position in Apollo Global Management in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Apollo Global Management position peaked at $1.3M in Q2 2025.
  • 1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.