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Apella Capital’s Apollo Global Management APO Stock Holding History

Apella Capital’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
Q3 		$223K Sell
1,929
-157
-8% -$19.9K ﹤0.01% 714
2026
Q2 		$249K Buy
2,086
+16
+0.8% +$2.01K ﹤0.01% 622
2026
Q1 		$258K Sell
2,070
-526
-20% -$65.2K ﹤0.01% 595
2025
Q4 		$376K Sell
2,596
-286
-10% -$38K 0.01% 403
2025
Q3 		$348K Buy
+2,882
New +$408K 0.01% 371

Other funds holding APO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Apella Capital's APO Position: Q3 2026 in Review

Apella Capital reduced its Apollo Global Management (APO) stake by 7.5% in Q3 2026, selling an estimated $19.9K and leaving 1,929 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Apella Capital first reported a position in APO in Q3 2025 and has held it in 5 quarters since. The position peaked at $376K in Q4 2025. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Apella Capital held 1,929 shares of Apollo Global Management worth $223K as of Q3 2026.
  • Apella Capital sold 157 Apollo Global Management shares in Q3 2026, an estimated $19.9K.
  • Apollo Global Management made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #714 holding.
  • Apella Capital first reported a position in Apollo Global Management in Q3 2025 and has held it in 5 quarters since.
  • Apella Capital's Apollo Global Management position peaked at $376K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.