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

Capital Advisors Inc’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	$617K	Sell	5,212 -555	-10%	-$69.8K	0.01%	210
2026 Q1	$643K	Buy	5,767 +1,149	+25%	+$142K	0.01%	197
2025 Q4	$669K	Buy	4,618 +271	+6%	+$36K	0.01%	190
2025 Q3	$579K	Sell	4,347 -14	-0.3%	-$1.98K	0.01%	193
2025 Q2	$619K	Buy	4,361 +13	+0.3%	+$1.72K	0.01%	187
2025 Q1	$595K	Buy	4,348 +142	+3%	+$21.8K	0.01%	182
2024 Q4	$695K	Buy	4,206 +206	+5%	+$32.6K	0.01%	168
2024 Q3	$500K	Hold	4,000	–	–	0.01%	194
2024 Q2	$472K	Hold	4,000	–	–	0.01%	203
2024 Q1	$450K	Sell	4,000 -305	-7%	-$32.2K	0.01%	205
2023 Q4	$401K	Hold	4,305	–	–	0.01%	216
2023 Q3	$386K	Buy	4,305 +305	+8%	+$25.6K	0.01%	186
2023 Q2	$307K	Sell	4,000 -108	-3%	-$7.22K	0.01%	220
2023 Q1	$259K	Buy	4,108 +108	+3%	+$7.23K	0.01%	226
2022 Q4	$255K	Buy	+4,000	New	+$238K	0.01%	228
2022 Q2	–	Sell	-4,000	Closed	-$248K	–	245
2022 Q1	$248K	Buy	+4,000	New	+$263K	0.01%	224
2021 Q4	–	Sell	-4,000	Closed	-$246K	–	248
2021 Q3	$246K	Hold	4,000	–	–	0.01%	207
2021 Q2	$249K	Buy	+4,000	New	+$222K	0.01%	212

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

Capital Advisors Inc's APO Position: Q2 2026 in Review

Capital Advisors Inc reduced its Apollo Global Management (APO) stake by 9.6% in Q2 2026, selling an estimated $69.8K and leaving 5,212 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #210.

Capital Advisors Inc first reported a position in APO in Q2 2021 and has held it in 18 quarters since. The position peaked at $695K in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Capital Advisors Inc held 5,212 shares of Apollo Global Management worth $617K as of Q2 2026.
Capital Advisors Inc sold 555 Apollo Global Management shares in Q2 2026, an estimated $69.8K.
Apollo Global Management made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #210 holding.
Capital Advisors Inc first reported a position in Apollo Global Management in Q2 2021 and has held it in 18 quarters since.
Capital Advisors Inc's Apollo Global Management position peaked at $695K in Q4 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.