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Bell Investment Advisors’s Apollo Global Management APO Stock Holding History

Bell Investment 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
Q2 		$15.6K Buy
132
+5
+4% +$629 ﹤0.01% 556
2026
Q1 		$14.2K Sell
127
-42
-25% -$5.21K ﹤0.01% 556
2025
Q4 		$24.5K Buy
169
+87
+106% +$11.6K ﹤0.01% 393
2025
Q3 		$10.9K Sell
82
-14
-15% -$1.98K ﹤0.01% 610
2025
Q2 		$13.6K Buy
96
+10
+12% +$1.33K ﹤0.01% 556
2025
Q1 		$11.8K Hold
86
– – ﹤0.01% 541
2024
Q4 		$14.2K Buy
86
+22
+34% +$3.48K ﹤0.01% 477
2024
Q3 		$8K Hold
64
– – ﹤0.01% 715
2024
Q2 		$7.56K Hold
64
– – ﹤0.01% 726
2024
Q1 		$7.2K Hold
64
– – ﹤0.01% 723
2023
Q4 		$5.96K Sell
64
-9
-12% -$795 ﹤0.01% 782
2023
Q3 		$6.55K Buy
73
+8
+12% +$672 ﹤0.01% 679
2023
Q2 		$4.99K Buy
65
+8
+14% +$535 ﹤0.01% 827
2023
Q1 		$3.6K Sell
57
-22
-28% -$1.47K ﹤0.01% 952
2022
Q4 		$5.04K Sell
79
-20
-20% -$1.19K ﹤0.01% 808
2022
Q3 		$5K Buy
99
+70
+241% +$3.85K ﹤0.01% 642
2022
Q2 		$1K Buy
+29
New +$1.58K ﹤0.01% 1318
2021
Q4 		$1K Hold
18
– – ﹤0.01% 1325
2021
Q3 		$1K Buy
+18
New +$1.08K ﹤0.01% 1250

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Bell Investment Advisors's APO Position: Q2 2026 in Review

Bell Investment Advisors increased its Apollo Global Management (APO) stake by 3.9% in Q2 2026, buying an estimated $629 and bringing the position to 132 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Bell Investment Advisors first reported a position in APO in Q3 2021 and has held it in 19 quarters since. The position peaked at $24.5K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Bell Investment Advisors held 132 shares of Apollo Global Management worth $15.6K as of Q2 2026.
  • Bell Investment Advisors bought 5 Apollo Global Management shares in Q2 2026, an estimated $629.
  • Apollo Global Management made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #556 holding.
  • Bell Investment Advisors first reported a position in Apollo Global Management in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Apollo Global Management position peaked at $24.5K in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.