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 Q2	$212K	Hold	1,796	–	–	0.05%	212
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Alta Advisers's APO Position: Q2 2026 in Review

Alta Advisers held its Apollo Global Management (APO) position steady in Q2 2026 at 1,796 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #212.

Alta Advisers first reported a position in APO in Q3 2022 and has held it in 16 quarters since. The position peaked at $340K in Q2 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Alta Advisers held 1,796 shares of Apollo Global Management worth $212K as of Q2 2026.
Alta Advisers left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.05% of Alta Advisers's portfolio in Q2 2026, its #212 holding.
Alta Advisers first reported a position in Apollo Global Management in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Apollo Global Management position peaked at $340K in Q2 2025.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.