ZF
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Zhang Financial’s Apollo Global Management APO Stock Holding History

Zhang Financial’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 		$1.82M Sell
15,352
-3,671
-19% -$462K 0.05% 146
2026
Q1 		$2.12M Sell
19,023
-10,097
-35% -$1.25M 0.07% 122
2025
Q4 		$4.22M Buy
29,120
+1,650
+6% +$219K 0.16% 81
2025
Q3 		$3.66M Buy
27,470
+2,413
+10% +$342K 0.15% 79
2025
Q2 		$3.55M Sell
25,057
-694
-3% -$92K 0.16% 77
2025
Q1 		$3.53M Buy
25,751
+7,170
+39% +$1.1M 0.19% 67
2024
Q4 		$3.07M Buy
18,581
+568
+3% +$90K 0.18% 72
2024
Q3 		$2.25M Sell
18,013
-254
-1% -$29.3K 0.14% 85
2024
Q2 		$2.16M Buy
18,267
+543
+3% +$61.6K 0.15% 84
2024
Q1 		$1.99M Buy
17,724
+97
+0.6% +$10.2K 0.15% 87
2023
Q4 		$1.64M Buy
17,627
+6,319
+56% +$558K 0.14% 91
2023
Q3 		$1.01M Sell
11,308
-227
-2% -$19.1K 0.1% 113
2023
Q2 		$886K Sell
11,535
-367
-3% -$24.5K 0.09% 120
2023
Q1 		$752K Sell
11,902
-2,040
-15% -$137K 0.09% 129
2022
Q4 		$889K Buy
13,942
+39
+0.3% +$2.32K 0.11% 108
2022
Q3 		$646K Buy
13,903
+1,399
+11% +$76.8K 0.1% 112
2022
Q2 		$606K Buy
+12,504
New +$680K 0.1% 115
2022
Q1 		– Sell
-4,633
Closed -$336K – 221
2021
Q4 		$336K Buy
+4,633
New +$334K 0.06% 157

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

Zhang Financial's APO Position: Q2 2026 in Review

Zhang Financial reduced its Apollo Global Management (APO) stake by 19% in Q2 2026, selling an estimated $462K and leaving 15,352 shares worth $1.82M. The position accounts for 0.05% of the portfolio, ranked #146.

Zhang Financial first reported a position in APO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.22M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Zhang Financial held 15,352 shares of Apollo Global Management worth $1.82M as of Q2 2026.
  • Zhang Financial sold 3,671 Apollo Global Management shares in Q2 2026, an estimated $462K.
  • Apollo Global Management made up 0.05% of Zhang Financial's portfolio in Q2 2026, its #146 holding.
  • Zhang Financial first reported a position in Apollo Global Management in Q4 2021 and has held it in 18 quarters since.
  • Zhang Financial's Apollo Global Management position peaked at $4.22M in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.