VR
APO icon

Vision Retirement’s Apollo Global Management APO Stock Holding History

Vision Retirement’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 		$337K Sell
2,850
-1,361
-32% -$171K 0.08% 104
2026
Q1 		$469K Sell
4,211
-305
-7% -$37.8K 0.13% 84
2025
Q4 		$654K Buy
+4,516
New +$600K 0.18% 75

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vision Retirement's APO Position: Q2 2026 in Review

Vision Retirement reduced its Apollo Global Management (APO) stake by 32% in Q2 2026, selling an estimated $171K and leaving 2,850 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #104.

Vision Retirement first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $654K in Q4 2025. 1,102 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Vision Retirement held 2,850 shares of Apollo Global Management worth $337K as of Q2 2026.
  • Vision Retirement sold 1,361 Apollo Global Management shares in Q2 2026, an estimated $171K.
  • Apollo Global Management made up 0.08% of Vision Retirement's portfolio in Q2 2026, its #104 holding.
  • Vision Retirement first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Apollo Global Management position peaked at $654K in Q4 2025.
  • 1,102 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.