Valued Retirements’s Apollo Global Management APO Stock Holding History

Valued Retirements’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	$426K	Hold	3,597	–	–	0.38%	56
2026 Q1	$401K	Hold	3,597	–	–	0.39%	56
2025 Q4	$521K	Hold	3,597	–	–	0.51%	47
2025 Q3	$510K	Hold	3,597	–	–	0.58%	46
2025 Q2	$510K	Hold	3,597	–	–	0.58%	46
2025 Q1	$493K	Hold	3,597	–	–	0.65%	42
2024 Q4	$594K	Hold	3,597	–	–	0.8%	35
2024 Q3	$449K	Hold	3,597	–	–	0.62%	41
2024 Q2	$425K	Hold	3,597	–	–	0.64%	42
2024 Q1	$404K	Hold	3,597	–	–	0.65%	39
2023 Q4	$335K	Buy	+3,597	New	+$318K	0.58%	42

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

Valued Retirements's APO Position: Q2 2026 in Review

Valued Retirements held its Apollo Global Management (APO) position steady in Q2 2026 at 3,597 shares worth $426K. The position accounts for 0.38% of the portfolio, ranked #56.

Valued Retirements first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $594K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Valued Retirements held 3,597 shares of Apollo Global Management worth $426K as of Q2 2026.
Valued Retirements left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.38% of Valued Retirements's portfolio in Q2 2026, its #56 holding.
Valued Retirements first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
Valued Retirements's Apollo Global Management position peaked at $594K in Q4 2024.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.