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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bell Investment Advisors's APO Position: Q1 2026 in Review

Bell Investment Advisors reduced its Apollo Global Management (APO) stake by 25% in Q1 2026, selling an estimated $5.21K and leaving 127 shares worth $14.2K. 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 18 quarters since. The position peaked at $24.5K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Bell Investment Advisors held 127 shares of Apollo Global Management worth $14.2K as of Q1 2026.
Bell Investment Advisors sold 42 Apollo Global Management shares in Q1 2026, an estimated $5.21K.
Apollo Global Management made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #556 holding.
Bell Investment Advisors first reported a position in Apollo Global Management in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Apollo Global Management position peaked at $24.5K in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.