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Wealth Alliance’s Apollo Global Management APO Stock Holding History

Wealth Alliance’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 		$755K Buy
6,378
+3,511
+122% +$442K 0.06% 228
2026
Q1 		$319K Buy
2,867
+806
+39% +$99.9K 0.03% 415
2025
Q4 		$298K Buy
2,061
+430
+26% +$57.1K 0.03% 428
2025
Q3 		$217K Buy
+1,631
New +$231K 0.02% 511

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

Wealth Alliance's APO Position: Q2 2026 in Review

Wealth Alliance increased its Apollo Global Management (APO) stake by 122% in Q2 2026, buying an estimated $442K and bringing the position to 6,378 shares worth $755K. The position accounts for 0.06% of the portfolio, ranked #228.

Wealth Alliance first reported a position in APO in Q3 2025 and has held it in 4 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Wealth Alliance held 6,378 shares of Apollo Global Management worth $755K as of Q2 2026.
  • Wealth Alliance bought 3,511 Apollo Global Management shares in Q2 2026, an estimated $442K.
  • Apollo Global Management made up 0.06% of Wealth Alliance's portfolio in Q2 2026, its #228 holding.
  • Wealth Alliance first reported a position in Apollo Global Management in Q3 2025 and has held it in 4 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.