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 Q2	$8.4M	Buy	71,000 +38,200	+116%	+$4.8M	0.02%	375
2026 Q1	$3.65M	Buy	32,800 +7,500	+30%	+$930K	0.01%	488
2025 Q4	$3.66M	Sell	25,300 -59,400	-70%	-$7.89M	0.01%	439
2025 Q3	$11.3M	Buy	84,700 +56,900	+205%	+$8.06M	0.02%	299
2025 Q2	$3.94M	Buy	27,800 +8,000	+40%	+$1.06M	0.01%	440
2025 Q1	$2.71M	Buy	19,800 +14,300	+260%	+$2.2M	0.01%	605
2024 Q4	$908K	Sell	5,500 -33,100	-86%	-$5.24M	﹤0.01%	1095
2024 Q3	$4.82M	Buy	+38,600	New	+$4.46M	0.01%	471

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Capstone Investment Advisors's APO Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Apollo Global Management (APO) stake by 43% in Q2 2026, selling an estimated $4.99M and leaving 53,065 shares worth $6.28M. The position accounts for 0.01% of the portfolio, ranked #451.

Capstone Investment Advisors first reported a position in APO in Q1 2021 and has held it in 10 quarters since. The position peaked at $32.1M in Q1 2021. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Capstone Investment Advisors held 53,065 shares of Apollo Global Management worth $6.28M as of Q2 2026.
Capstone Investment Advisors sold 39,678 Apollo Global Management shares in Q2 2026, an estimated $4.99M.
Apollo Global Management made up 0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #451 holding.
Capstone Investment Advisors first reported a position in Apollo Global Management in Q1 2021 and has held it in 10 quarters since.
Capstone Investment Advisors's Apollo Global Management position peaked at $32.1M in Q1 2021.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.