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Caprock Group’s Apollo Global Management APO Stock Holding History

Caprock Group’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 		$1.12M Sell
10,034
-1,764
-15% -$219K 0.03% 514
2025
Q4 		$1.71M Buy
11,798
+5,818
+97% +$773K 0.04% 434
2025
Q3 		$815K Buy
+5,980
New +$847K 0.02% 635
2025
Q1 		$558K Sell
4,072
-535
-12% -$82.3K 0.02% 677
2024
Q4 		$761K Buy
4,607
+578
+14% +$91.6K 0.02% 501
2024
Q3 		$503K Sell
4,029
-199
-5% -$23K 0.02% 566
2024
Q2 		$499K Buy
4,228
+1,425
+51% +$162K 0.02% 537
2024
Q1 		$315K Buy
+2,803
New +$296K 0.02% 542

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caprock Group's APO Position: Q1 2026 in Review

Caprock Group reduced its Apollo Global Management (APO) stake by 15% in Q1 2026, selling an estimated $219K and leaving 10,034 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #514.

Caprock Group first reported a position in APO in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Caprock Group held 10,034 shares of Apollo Global Management worth $1.12M as of Q1 2026.
  • Caprock Group sold 1,764 Apollo Global Management shares in Q1 2026, an estimated $219K.
  • Apollo Global Management made up 0.03% of Caprock Group's portfolio in Q1 2026, its #514 holding.
  • Caprock Group first reported a position in Apollo Global Management in Q1 2024 and has held it in 8 quarters since.
  • Caprock Group's Apollo Global Management position peaked at $1.71M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.