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 Q2	$312K	Sell	2,637 -4,303	-62%	-$541K	0.01%	533
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 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

Visionary Wealth Advisors's APO Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Apollo Global Management (APO) stake by 62% in Q2 2026, selling an estimated $541K and leaving 2,637 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #533.

Visionary Wealth Advisors first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $808K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Visionary Wealth Advisors held 2,637 shares of Apollo Global Management worth $312K as of Q2 2026.
Visionary Wealth Advisors sold 4,303 Apollo Global Management shares in Q2 2026, an estimated $541K.
Apollo Global Management made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #533 holding.
Visionary Wealth Advisors first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
Visionary Wealth Advisors's Apollo Global Management position peaked at $808K in Q4 2025.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.