Cape Investment Advisory’s Apollo Global Management APO Stock Holding History

Cape Investment Advisory’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	$85.1K	Buy	+719	New	+$90.4K	0.02%	372
2026 Q1	–	Sell	-710	Closed	-$103K	–	273
2025 Q4	$103K	Buy	+710	New	+$94.3K	0.03%	297
2025 Q3	–	Sell	-1,018	Closed	-$144K	–	873
2025 Q2	$144K	Hold	1,018	–	–	0.05%	218
2025 Q1	$139K	Sell	1,018 -1	-0.1%	-$154	0.06%	213
2024 Q4	$168K	Sell	1,019 -160	-14%	-$25.3K	0.07%	184
2024 Q3	$147K	Hold	1,179	–	–	0.06%	200
2024 Q2	$139K	Hold	1,179	–	–	0.06%	189
2024 Q1	$133K	Hold	1,179	–	–	0.06%	185
2023 Q4	$110K	Hold	1,179	–	–	0.05%	206
2023 Q3	$106K	Sell	1,179 -14	-1%	-$1.18K	0.06%	205
2023 Q2	$91.6K	Sell	1,193 -125	-9%	-$8.36K	0.05%	206
2023 Q1	$83.2K	Buy	+1,318	New	+$88.3K	0.05%	208

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Cape Investment Advisory's APO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Apollo Global Management (APO) in Q2 2026: 719 shares worth $85.1K. The stake represents 0.02% of the portfolio and ranks #372 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in APO as recently as Q4 2025.

Cape Investment Advisory first reported a position in APO in Q1 2023 and has held it in 12 quarters since. The position peaked at $168K in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Cape Investment Advisory held 719 shares of Apollo Global Management worth $85.1K as of Q2 2026.
Apollo Global Management was a new Cape Investment Advisory position in Q2 2026.
Apollo Global Management made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #372 holding.
Cape Investment Advisory first reported a position in Apollo Global Management in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Apollo Global Management position peaked at $168K in Q4 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.