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

Stratos 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
Q1 		$896K Buy
8,037
+2,145
+36% +$266K 0.01% 841
2025
Q4 		$853K Sell
5,892
-238
-4% -$31.6K 0.01% 828
2025
Q3 		$817K Sell
6,130
-58
-0.9% -$8.21K 0.01% 824
2025
Q2 		$878K Sell
6,188
-696
-10% -$92.3K 0.01% 734
2025
Q1 		$943K Sell
6,884
-46
-0.7% -$7.07K 0.01% 680
2024
Q4 		$1.14M Buy
6,930
+270
+4% +$42.8K 0.02% 645
2024
Q3 		$832K Buy
6,660
+49
+0.7% +$5.66K 0.01% 754
2024
Q2 		$781K Sell
6,611
-169
-2% -$19.2K 0.01% 741
2024
Q1 		$762K Sell
6,780
-95
-1% -$10K 0.01% 745
2023
Q4 		$641K Buy
6,875
+1
+0% +$88 0.01% 779
2023
Q3 		$617K Buy
6,874
+1,170
+21% +$98.3K 0.01% 742
2023
Q2 		$438K Buy
5,704
+302
+6% +$20.2K 0.01% 817
2023
Q1 		$341K Sell
5,402
-1,062
-16% -$71.1K 0.01% 824
2022
Q4 		$412K Buy
6,464
+218
+3% +$12.9K 0.01% 787
2022
Q3 		$290K Sell
6,246
-1,167
-16% -$64.1K 0.01% 878
2022
Q2 		$359K Buy
+7,413
New +$403K 0.01% 853
2021
Q3 		– Sell
-5,941
Closed -$370K – 1187
2021
Q2 		$370K Sell
5,941
-72
-1% -$3.99K 0.01% 884
2021
Q1 		$283K Sell
6,013
-380
-6% -$18.5K 0.01% 908
2020
Q4 		$313K Buy
6,393
+156
+3% +$6.96K 0.01% 835
2020
Q3 		$279K Sell
6,237
-420
-6% -$20.2K 0.01% 813
2020
Q2 		$332K Hold
6,657
– – 0.01% 741
2020
Q1 		$223K Buy
6,657
+125
+2% +$5.37K 0.01% 774
2019
Q4 		$312K Buy
6,532
+240
+4% +$10.2K 0.01% 735
2019
Q3 		$238K Hold
6,292
– – 0.01% 813
2019
Q2 		$216K Buy
+6,292
New +$200K 0.01% 854
2018
Q2 		– Sell
-5,202
Closed -$154K – 1049
2018
Q1 		$154K Buy
5,202
+922
+22% +$31K 0.01% 1008
2017
Q4 		$143K Buy
+4,280
New +$134K 0.01% 1007
2014
Q3 		– Sell
-11,675
Closed -$325K – 330
2014
Q2 		$325K Buy
+11,675
New +$317K 0.11% 215

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Stratos Wealth Partners's APO Position: Q1 2026 in Review

Stratos Wealth Partners increased its Apollo Global Management (APO) stake by 36% in Q1 2026, buying an estimated $266K and bringing the position to 8,037 shares worth $896K. The position accounts for 0.01% of the portfolio, ranked #841.

Stratos Wealth Partners first reported a position in APO in Q2 2014 and has held it in 28 quarters since. The position peaked at $1.14M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Stratos Wealth Partners held 8,037 shares of Apollo Global Management worth $896K as of Q1 2026.
  • Stratos Wealth Partners bought 2,145 Apollo Global Management shares in Q1 2026, an estimated $266K.
  • Apollo Global Management made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #841 holding.
  • Stratos Wealth Partners first reported a position in Apollo Global Management in Q2 2014 and has held it in 28 quarters since.
  • Stratos Wealth Partners's Apollo Global Management position peaked at $1.14M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.