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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
Q2 		$6.27K Hold
53
– – ﹤0.01% 336
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 $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

United Financial Planning Group's APO Position: Q2 2026 in Review

United Financial Planning Group held its Apollo Global Management (APO) position steady in Q2 2026 at 53 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

United Financial Planning Group first reported a position in APO in Q4 2025 and has held it in 3 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • United Financial Planning Group held 53 shares of Apollo Global Management worth $6.27K as of Q2 2026.
  • United Financial Planning Group left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #336 holding.
  • United Financial Planning Group first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.