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

Capital Advisors Ltd’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 		$10K Buy
86
+41
+91% +$5.16K ﹤0.01% 848
2026
Q1 		$5K Sell
45
-56
-55% -$6.94K ﹤0.01% 944
2025
Q4 		$15K Hold
101
– – ﹤0.01% 711
2025
Q3 		$13K Hold
101
– – ﹤0.01% 738
2025
Q2 		$14K Buy
101
+56
+124% +$7.43K ﹤0.01% 701
2025
Q1 		$6K Hold
45
– – ﹤0.01% 873
2024
Q4 		$7K Hold
45
– – ﹤0.01% 848
2024
Q3 		$6K Buy
45
+1
+2% +$115 ﹤0.01% 871
2024
Q2 		$5K Sell
44
-3
-6% -$340 ﹤0.01% 899
2024
Q1 		$5K Buy
47
+5
+12% +$528 ﹤0.01% 863
2023
Q4 		$4K Hold
42
– – ﹤0.01% 871
2023
Q3 		$4K Hold
42
– – ﹤0.01% 856
2023
Q2 		$3K Hold
42
– – ﹤0.01% 925
2023
Q1 		$3K Sell
42
-29
-41% -$1.94K ﹤0.01% 788
2022
Q4 		$5K Buy
71
+51
+255% +$3.03K ﹤0.01% 643
2022
Q3 		$1K Buy
+20
New +$1.1K ﹤0.01% 953
2022
Q1 		– Sell
-5
Closed – – 893
2021
Q4 		$0 Buy
+5
New +$361 ﹤0.01% 805

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
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 Ltd's APO Position: Q2 2026 in Review

Capital Advisors Ltd increased its Apollo Global Management (APO) stake by 91% in Q2 2026, buying an estimated $5.16K and bringing the position to 86 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Capital Advisors Ltd first reported a position in APO in Q4 2021 and has held it in 17 quarters since. The position peaked at $15K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Capital Advisors Ltd held 86 shares of Apollo Global Management worth $10K as of Q2 2026.
  • Capital Advisors Ltd bought 41 Apollo Global Management shares in Q2 2026, an estimated $5.16K.
  • Apollo Global Management made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #848 holding.
  • Capital Advisors Ltd first reported a position in Apollo Global Management in Q4 2021 and has held it in 17 quarters since.
  • Capital Advisors Ltd's Apollo Global Management position peaked at $15K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.