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United Advisor Group’s Apollo Global Management APO Stock Holding History

United Advisor Group’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 		$415K Buy
3,509
+802
+30% +$101K 0.04% 355
2026
Q1 		$302K Buy
2,707
+759
+39% +$94.1K 0.04% 390
2025
Q4 		$282K Buy
1,948
+87
+5% +$11.6K 0.04% 391
2025
Q3 		$248K Buy
1,861
+128
+7% +$18.1K 0.03% 402
2025
Q2 		$246K Buy
1,733
+11
+0.6% +$1.46K 0.04% 349
2025
Q1 		$236K Buy
1,722
+22
+1% +$3.38K 0.05% 312
2024
Q4 		$281K Hold
1,700
– – 0.06% 306
2024
Q3 		$212K Hold
1,700
– – 0.05% 324
2024
Q2 		$201K Buy
+1,700
New +$193K 0.06% 256

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 $3.37T 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

United Advisor Group's APO Position: Q2 2026 in Review

United Advisor Group increased its Apollo Global Management (APO) stake by 30% in Q2 2026, buying an estimated $101K and bringing the position to 3,509 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #355.

United Advisor Group first reported a position in APO in Q2 2024 and has held it in 9 quarters since. 1,177 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • United Advisor Group held 3,509 shares of Apollo Global Management worth $415K as of Q2 2026.
  • United Advisor Group bought 802 Apollo Global Management shares in Q2 2026, an estimated $101K.
  • Apollo Global Management made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #355 holding.
  • United Advisor Group first reported a position in Apollo Global Management in Q2 2024 and has held it in 9 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.