Toth Financial Advisory’s Apollo Global Management APO Stock Holding History

Toth Financial 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 Q1	–	Sell	-16	Closed	-$2.32K	–	930
2025 Q4	$2.32K	Buy	16 +4	+33%	+$531	﹤0.01%	702
2025 Q3	$1.6K	Hold	12	–	–	﹤0.01%	711
2025 Q2	$1.7K	Buy	+12	New	+$1.59K	﹤0.01%	656
2025 Q1	–	Sell	-10	Closed	-$1.65K	–	715
2024 Q4	$1.65K	Buy	+10	New	+$1.58K	﹤0.01%	606
2022 Q3	–	Sell	-781	Closed	-$38K	–	742
2022 Q2	$38K	Hold	781	–	–	0.01%	297
2022 Q1	$48K	Buy	+781	New	+$51.4K	0.01%	290

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Toth Financial Advisory's APO Position: Q1 2026 in Review

Toth Financial Advisory sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 16 shares — an estimated $2.32K sold.

Toth Financial Advisory first reported a position in APO in Q1 2022 and held it in 6 quarters. The position peaked at $48K in Q1 2022. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Toth Financial Advisory reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 16 Apollo Global Management shares in Q1 2026, an estimated $2.32K.
Toth Financial Advisory first reported a position in Apollo Global Management in Q1 2022 and held it in 6 quarters.
Toth Financial Advisory's Apollo Global Management position peaked at $48K in Q1 2022.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.