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Worth Financial Advisory Group’s Apollo Global Management APO Stock Holding History

Worth Financial Advisory Group’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 		– Sell
-3,128
Closed -$453K – 54
2025
Q4 		$453K Buy
3,128
+1,265
+68% +$168K 0.22% 105
2025
Q3 		$248K Buy
1,863
+176
+10% +$24.9K 0.14% 132
2025
Q2 		$239K Buy
+1,687
New +$224K 0.15% 134

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

Worth Financial Advisory Group's APO Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 3,128 shares — an estimated $453K sold.

Worth Financial Advisory Group first reported a position in APO in Q2 2025 and held it in 3 quarters. The position peaked at $453K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 3,128 Apollo Global Management shares in Q1 2026, an estimated $453K.
  • Worth Financial Advisory Group first reported a position in Apollo Global Management in Q2 2025 and held it in 3 quarters.
  • Worth Financial Advisory Group's Apollo Global Management position peaked at $453K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.