Alta Advisers’s Apollo Global Management APO Stock Holding History

Alta Advisers’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	$200K	Hold	1,796	–	–	0.07%	204
2025 Q4	$260K	Sell	1,796 -600	-25%	-$79.7K	0.09%	154
2025 Q3	$319K	Hold	2,396	–	–	0.1%	166
2025 Q2	$340K	Hold	2,396	–	–	0.12%	155
2025 Q1	$328K	Buy	2,396 +900	+60%	+$138K	0.14%	144
2024 Q4	$247K	Sell	1,496 -104	-7%	-$16.5K	0.16%	126
2024 Q3	$200K	Hold	1,600	–	–	0.09%	147
2024 Q2	$189K	Hold	1,600	–	–	0.09%	142
2024 Q1	$180K	Hold	1,600	–	–	0.09%	152
2023 Q4	$149K	Hold	1,600	–	–	0.08%	165
2023 Q3	$144K	Hold	1,600	–	–	0.08%	146
2023 Q2	$123K	Hold	1,600	–	–	0.07%	188
2023 Q1	$101K	Hold	1,600	–	–	0.06%	234
2022 Q4	$102K	Hold	1,600	–	–	0.06%	216
2022 Q3	$74K	Buy	+1,600	New	+$87.9K	0.05%	284

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alta Advisers's APO Position: Q1 2026 in Review

Alta Advisers held its Apollo Global Management (APO) position steady in Q1 2026 at 1,796 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #204.

Alta Advisers first reported a position in APO in Q3 2022 and has held it in 15 quarters since. The position peaked at $340K in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Alta Advisers held 1,796 shares of Apollo Global Management worth $200K as of Q1 2026.
Alta Advisers left its Apollo Global Management share count unchanged in Q1 2026.
Apollo Global Management made up 0.07% of Alta Advisers's portfolio in Q1 2026, its #204 holding.
Alta Advisers first reported a position in Apollo Global Management in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Apollo Global Management position peaked at $340K in Q2 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.