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United Financial Planning Group’s Apollo Global Management APO Stock Holding History

United Financial Planning 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
Q1 		$5.91K Buy
53
+31
+141% +$3.84K ﹤0.01% 290
2025
Q4 		$3.19K Buy
+22
New +$2.92K ﹤0.01% 304

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

United Financial Planning Group's APO Position: Q1 2026 in Review

United Financial Planning Group increased its Apollo Global Management (APO) stake by 141% in Q1 2026, buying an estimated $3.84K and bringing the position to 53 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

United Financial Planning Group first reported a position in APO in Q4 2025 and has held it in 2 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • United Financial Planning Group held 53 shares of Apollo Global Management worth $5.91K as of Q1 2026.
  • United Financial Planning Group bought 31 Apollo Global Management shares in Q1 2026, an estimated $3.84K.
  • Apollo Global Management made up ﹤0.01% of United Financial Planning Group's portfolio in Q1 2026, its #290 holding.
  • United Financial Planning Group first reported a position in Apollo Global Management in Q4 2025 and has held it in 2 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.