Planning Strategies Inc.’s Apollo Global Management APO Stock Holding History

Planning Strategies Inc.’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	$14.9K	Buy	+126	New	+$15.8K	0.01%	278

Other funds holding APO

CapitalatWork SA Auderghem $3.99B AUM

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Spinecap SAS Paris, France $335M AUM 16.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Planning Strategies Inc.'s APO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Apollo Global Management (APO) in Q2 2026: 126 shares worth $14.9K. The stake represents 0.01% of the portfolio and ranks #278 among its holdings.

382 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Planning Strategies Inc. held 126 shares of Apollo Global Management worth $14.9K as of Q2 2026.
Apollo Global Management was a new Planning Strategies Inc. position in Q2 2026.
Apollo Global Management made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #278 holding.
382 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.