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Beacon Pointe Advisors’s Apollo Global Management APO Stock Holding History

Beacon Pointe 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 		$1.68M Buy
15,085
+3,346
+29% +$415K 0.01% 796
2025
Q4 		$1.7M Buy
11,739
+1,594
+16% +$212K 0.01% 660
2025
Q3 		$1.35M Buy
10,145
+1,540
+18% +$218K 0.01% 658
2025
Q2 		$1.22M Sell
8,605
-21
-0.2% -$2.79K 0.01% 610
2025
Q1 		$1.18M Buy
8,626
+11
+0.1% +$1.69K 0.01% 593
2024
Q4 		$1.42M Buy
8,615
+581
+7% +$92K 0.02% 547
2024
Q3 		$1M Buy
8,034
+193
+2% +$22.3K 0.01% 636
2024
Q2 		$926K Sell
7,841
-351
-4% -$39.8K 0.01% 663
2024
Q1 		$921K Buy
8,192
+272
+3% +$28.7K 0.01% 718
2023
Q4 		$738K Buy
7,920
+516
+7% +$45.6K 0.01% 767
2023
Q3 		$665K Buy
+7,404
New +$622K 0.01% 763
2023
Q1 		– Sell
-4,027
Closed -$257K – 1142
2022
Q4 		$257K Sell
4,027
-4,010
-50% -$238K 0.01% 916
2022
Q3 		$375K Sell
8,037
-30
-0.4% -$1.65K 0.01% 735
2022
Q2 		$391K Sell
8,067
-1,090
-12% -$59.3K 0.01% 732
2022
Q1 		$568K Buy
+9,157
New +$602K 0.01% 773

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's APO Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Apollo Global Management (APO) stake by 29% in Q1 2026, buying an estimated $415K and bringing the position to 15,085 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #796.

Beacon Pointe Advisors first reported a position in APO in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Beacon Pointe Advisors held 15,085 shares of Apollo Global Management worth $1.68M as of Q1 2026.
  • Beacon Pointe Advisors bought 3,346 Apollo Global Management shares in Q1 2026, an estimated $415K.
  • Apollo Global Management made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #796 holding.
  • Beacon Pointe Advisors first reported a position in Apollo Global Management in Q1 2022 and has held it in 15 quarters since.
  • Beacon Pointe Advisors's Apollo Global Management position peaked at $1.7M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.