Capital Advisors Ltd
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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
Q3 		$13K Buy
112
+26
+30% +$3.3K ﹤0.01% 806
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capital Advisors Ltd's APO Position: Q3 2026 in Review

Capital Advisors Ltd increased its Apollo Global Management (APO) stake by 30% in Q3 2026, buying an estimated $3.3K and bringing the position to 112 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Capital Advisors Ltd first reported a position in APO in Q4 2021 and has held it in 18 quarters since. The position peaked at $15K in Q4 2025. 691 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Capital Advisors Ltd held 112 shares of Apollo Global Management worth $13K as of Q3 2026.
  • Capital Advisors Ltd bought 26 Apollo Global Management shares in Q3 2026, an estimated $3.3K.
  • Apollo Global Management made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #806 holding.
  • Capital Advisors Ltd first reported a position in Apollo Global Management in Q4 2021 and has held it in 18 quarters since.
  • Capital Advisors Ltd's Apollo Global Management position peaked at $15K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.