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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
Q2 		$389K Buy
3,286
+131
+4% +$16.5K 0.03% 543
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 $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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's APO Position: Q2 2026 in Review

Transcend Capital Advisors increased its Apollo Global Management (APO) stake by 4.2% in Q2 2026, buying an estimated $16.5K and bringing the position to 3,286 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #543.

Transcend Capital Advisors first reported a position in APO in Q3 2024 and has held it in 8 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Transcend Capital Advisors held 3,286 shares of Apollo Global Management worth $389K as of Q2 2026.
  • Transcend Capital Advisors bought 131 Apollo Global Management shares in Q2 2026, an estimated $16.5K.
  • Apollo Global Management made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #543 holding.
  • Transcend Capital Advisors first reported a position in Apollo Global Management in Q3 2024 and has held it in 8 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.