Capstone Investment Advisors’s Apollo Global Management APO Stock Holding History

Capstone Investment Advisors’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	$624K	Sell	5,600 -300	-5%	-$37.2K	﹤0.01%	1041
2025 Q4	$854K	Sell	5,900 -4,000	-40%	-$531K	﹤0.01%	928
2025 Q3	$1.32M	Buy	9,900 +5,900	+148%	+$835K	﹤0.01%	910
2025 Q2	$567K	Sell	4,000 -4,300	-52%	-$570K	﹤0.01%	1084
2025 Q1	$1.14M	Buy	8,300 +6,200	+295%	+$953K	﹤0.01%	848
2024 Q4	$347K	Sell	2,100 -36,500	-95%	-$5.78M	﹤0.01%	1439
2024 Q3	$4.82M	Buy	+38,600	New	+$4.46M	0.01%	470

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capstone Investment Advisors's APO Position: Q1 2026 in Review

Capstone Investment Advisors increased its Apollo Global Management (APO) stake by 426% in Q1 2026, buying an estimated $9.31M and bringing the position to 92,743 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #275.

Capstone Investment Advisors first reported a position in APO in Q1 2021 and has held it in 9 quarters since. The position peaked at $32.1M in Q1 2021. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Capstone Investment Advisors held 92,743 shares of Apollo Global Management worth $10.3M as of Q1 2026.
Capstone Investment Advisors bought 75,095 Apollo Global Management shares in Q1 2026, an estimated $9.31M.
Apollo Global Management made up 0.02% of Capstone Investment Advisors's portfolio in Q1 2026, its #275 holding.
Capstone Investment Advisors first reported a position in Apollo Global Management in Q1 2021 and has held it in 9 quarters since.
Capstone Investment Advisors's Apollo Global Management position peaked at $32.1M in Q1 2021.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.