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Sunrise Financial Services’s Apollo Global Management APO Stock Holding History

Sunrise Financial Services’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 		$1.06K Hold
9
– – ﹤0.01% 481
2026
Q1 		$1K Hold
9
– – ﹤0.01% 497
2025
Q4 		$1.3K Buy
+9
New +$1.2K ﹤0.01% 432

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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

Sunrise Financial Services's APO Position: Q2 2026 in Review

Sunrise Financial Services held its Apollo Global Management (APO) position steady in Q2 2026 at 9 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Sunrise Financial Services first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3K in Q4 2025. 1,177 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Sunrise Financial Services held 9 shares of Apollo Global Management worth $1.06K as of Q2 2026.
  • Sunrise Financial Services left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #481 holding.
  • Sunrise Financial Services first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Apollo Global Management position peaked at $1.3K in Q4 2025.
  • 1,177 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.