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Aptus Capital Advisors’s Apollo Global Management APO Stock Holding History

Aptus Capital 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
Q1 		– Sell
-2,381
Closed -$345K – 1679
2025
Q4 		$345K Buy
2,381
+67
+3% +$8.9K ﹤0.01% 852
2025
Q3 		$308K Sell
2,314
-131
-5% -$18.5K ﹤0.01% 835
2025
Q2 		$347K Buy
2,445
+189
+8% +$25.1K ﹤0.01% 786
2025
Q1 		$309K Buy
2,256
+109
+5% +$16.8K ﹤0.01% 765
2024
Q4 		$355K Buy
2,147
+145
+7% +$23K ﹤0.01% 732
2024
Q3 		$250K Buy
+2,002
New +$231K ﹤0.01% 709

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aptus Capital Advisors's APO Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 2,381 shares — an estimated $345K sold.

Aptus Capital Advisors first reported a position in APO in Q3 2024 and held it in 6 quarters. The position peaked at $355K in Q4 2024. 1,136 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Aptus Capital Advisors reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 2,381 Apollo Global Management shares in Q1 2026, an estimated $345K.
  • Aptus Capital Advisors first reported a position in Apollo Global Management in Q3 2024 and held it in 6 quarters.
  • Aptus Capital Advisors's Apollo Global Management position peaked at $355K in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.