Valley Wealth Managers’s Apollo Global Management APO Stock Holding History

Valley Wealth Managers’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	$558K	Buy	4,715 +176	+4%	+$22.1K	0.03%	163
2026 Q1	$506K	Sell	4,539 -221	-5%	-$27.4K	0.03%	163
2025 Q4	$689K	Sell	4,760 -166	-3%	-$22K	0.04%	150
2025 Q3	$656K	Buy	4,926 +579	+13%	+$82K	0.04%	149
2025 Q2	$617K	Buy	4,347 +487	+13%	+$64.6K	0.04%	148
2025 Q1	$529K	Buy	3,860 +179	+5%	+$27.5K	0.04%	154
2024 Q4	$608K	Buy	+3,681	New	+$583K	0.05%	148

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Valley Wealth Managers's APO Position: Q2 2026 in Review

Valley Wealth Managers increased its Apollo Global Management (APO) stake by 3.9% in Q2 2026, buying an estimated $22.1K and bringing the position to 4,715 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #163.

Valley Wealth Managers first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $689K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Valley Wealth Managers held 4,715 shares of Apollo Global Management worth $558K as of Q2 2026.
Valley Wealth Managers bought 176 Apollo Global Management shares in Q2 2026, an estimated $22.1K.
Apollo Global Management made up 0.03% of Valley Wealth Managers's portfolio in Q2 2026, its #163 holding.
Valley Wealth Managers first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
Valley Wealth Managers's Apollo Global Management position peaked at $689K in Q4 2025.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.