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Accuvest Global Advisors’s Apollo Global Management APO Stock Holding History

Accuvest Global 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 		$2.23M Sell
18,848
-4,993
-21% -$628K 1.92% 17
2026
Q1 		$2.66M Sell
23,841
-1,440
-6% -$178K 2.48% 18
2025
Q4 		$3.66M Sell
25,281
-10,828
-30% -$1.44M 2.7% 13
2025
Q3 		$4.81M Buy
36,109
+3,233
+10% +$458K 3% 12
2025
Q2 		$4.66M Buy
32,876
+8,309
+34% +$1.1M 3.03% 9
2025
Q1 		$3.36M Buy
24,567
+2,167
+10% +$333K 2.86% 12
2024
Q4 		$3.76M Sell
22,400
-14,931
-40% -$2.37M 5.26% 9
2024
Q3 		$4.71M Buy
37,331
+7,719
+26% +$891K 4.05% 5
2024
Q2 		$3.5M Sell
29,612
-3,625
-11% -$411K 7.77% 9
2024
Q1 		$3.74M Hold
33,237
– – 1.63% 16
2023
Q4 		$3.1M Buy
33,237
+13,124
+65% +$1.16M 3.3% 9
2023
Q3 		$1.8M Buy
20,113
+8,267
+70% +$695K 0.99% 33
2023
Q2 		$910K Buy
11,846
+6,811
+135% +$455K 0.47% 47
2023
Q1 		$318K Buy
+5,035
New +$337K 0.14% 99
2019
Q3 		– Sell
-11,900
Closed -$408K – 73
2019
Q2 		$408K Buy
+11,900
New +$378K 0.24% 73
2014
Q4 		– Sell
-9,350
Closed -$223K – 85
2014
Q3 		$223K Buy
+9,350
New +$234K 0.07% 58

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

Accuvest Global Advisors's APO Position: Q2 2026 in Review

Accuvest Global Advisors reduced its Apollo Global Management (APO) stake by 21% in Q2 2026, selling an estimated $628K and leaving 18,848 shares worth $2.23M. The position accounts for 1.92% of the portfolio, ranked #17.

Accuvest Global Advisors first reported a position in APO in Q3 2014 and has held it in 16 quarters since. The position peaked at $4.81M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Accuvest Global Advisors held 18,848 shares of Apollo Global Management worth $2.23M as of Q2 2026.
  • Accuvest Global Advisors sold 4,993 Apollo Global Management shares in Q2 2026, an estimated $628K.
  • Apollo Global Management made up 1.92% of Accuvest Global Advisors's portfolio in Q2 2026, its #17 holding.
  • Accuvest Global Advisors first reported a position in Apollo Global Management in Q3 2014 and has held it in 16 quarters since.
  • Accuvest Global Advisors's Apollo Global Management position peaked at $4.81M in Q3 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Accuvest Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.