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Visionary Wealth Advisors’s Apollo Global Management APO Stock Holding History

Visionary Wealth Advisors’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 		$773K Buy
6,940
+1,361
+24% +$169K 0.03% 322
2025
Q4 		$808K Buy
5,579
+189
+4% +$25.1K 0.04% 305
2025
Q3 		$718K Buy
5,390
+810
+18% +$115K 0.03% 328
2025
Q2 		$650K Buy
4,580
+928
+25% +$123K 0.03% 323
2025
Q1 		$500K Buy
3,652
+290
+9% +$44.6K 0.03% 349
2024
Q4 		$555K Buy
3,362
+328
+11% +$52K 0.03% 337
2024
Q3 		$379K Buy
3,034
+685
+29% +$79.1K 0.02% 389
2024
Q2 		$277K Hold
2,349
– – 0.02% 422
2024
Q1 		$264K Hold
2,349
– – 0.02% 419
2023
Q4 		$219K Sell
2,349
-100
-4% -$8.83K 0.02% 449
2023
Q3 		$220K Buy
+2,449
New +$206K 0.02% 413

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

Visionary Wealth Advisors's APO Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Apollo Global Management (APO) stake by 24% in Q1 2026, buying an estimated $169K and bringing the position to 6,940 shares worth $773K. The position accounts for 0.03% of the portfolio, ranked #322.

Visionary Wealth Advisors first reported a position in APO in Q3 2023 and has held it in 11 quarters since. The position peaked at $808K in Q4 2025. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Visionary Wealth Advisors held 6,940 shares of Apollo Global Management worth $773K as of Q1 2026.
  • Visionary Wealth Advisors bought 1,361 Apollo Global Management shares in Q1 2026, an estimated $169K.
  • Apollo Global Management made up 0.03% of Visionary Wealth Advisors's portfolio in Q1 2026, its #322 holding.
  • Visionary Wealth Advisors first reported a position in Apollo Global Management in Q3 2023 and has held it in 11 quarters since.
  • Visionary Wealth Advisors's Apollo Global Management position peaked at $808K in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.