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Transcend Capital Advisors’s Apollo Global Management APO Stock Holding History

Transcend Capital Advisors’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 		$352K Buy
3,155
+693
+28% +$85.9K 0.03% 491
2025
Q4 		$356K Buy
2,462
+163
+7% +$21.6K 0.03% 470
2025
Q3 		$306K Buy
2,299
+214
+10% +$30.3K 0.02% 526
2025
Q2 		$296K Sell
2,085
-89
-4% -$11.8K 0.02% 464
2025
Q1 		$298K Buy
2,174
+524
+32% +$80.6K 0.02% 477
2024
Q4 		$273K Buy
1,650
+5
+0.3% +$792 0.02% 465
2024
Q3 		$205K Buy
+1,645
New +$190K 0.01% 578

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

Transcend Capital Advisors's APO Position: Q1 2026 in Review

Transcend Capital Advisors increased its Apollo Global Management (APO) stake by 28% in Q1 2026, buying an estimated $85.9K and bringing the position to 3,155 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #491.

Transcend Capital Advisors first reported a position in APO in Q3 2024 and has held it in 7 quarters since. The position peaked at $356K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Transcend Capital Advisors held 3,155 shares of Apollo Global Management worth $352K as of Q1 2026.
  • Transcend Capital Advisors bought 693 Apollo Global Management shares in Q1 2026, an estimated $85.9K.
  • Apollo Global Management made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #491 holding.
  • Transcend Capital Advisors first reported a position in Apollo Global Management in Q3 2024 and has held it in 7 quarters since.
  • Transcend Capital Advisors's Apollo Global Management position peaked at $356K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.