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Caption Management’s Apollo Global Management APO Stock Holding History

Caption Management’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
2025
Q2 		– Sell
-22,000
Closed -$3.01M – 1422
2025
Q1 		$3.01M Sell
22,000
-17,000
-44% -$2.61M 0.03% 556
2024
Q4 		$6.44M Sell
39,000
-33,900
-47% -$5.37M 0.06% 296
2024
Q3 		$9.11M Buy
+72,900
New +$8.42M 0.15% 171
2023
Q3 		– Sell
-100,000
Closed -$7.68M – 1258
2023
Q2 		$7.68M Buy
+100,000
New +$6.69M 0.14% 190
2022
Q3 		– Sell
-190,600
Closed -$9.24M – 1476
2022
Q2 		$9.24M Buy
190,600
+115,500
+154% +$6.28M 0.13% 209
2022
Q1 		$4.66M Sell
75,100
-3,800
-5% -$250K 0.06% 456
2021
Q4 		$5.71M Buy
78,900
+38,900
+97% +$2.81M 0.06% 410
2021
Q3 		$2.46M Buy
+40,000
New +$2.4M 0.03% 686

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Caption Management's APO Position: Q2 2026 in Review

Caption Management sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 7,250 shares — an estimated $808K sold.

Caption Management first reported a position in APO in Q4 2019 and held it in 9 quarters. The position peaked at $7.2M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Caption Management reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • Caption Management sold 7,250 Apollo Global Management shares in Q2 2026, an estimated $808K.
  • Caption Management first reported a position in Apollo Global Management in Q4 2019 and held it in 9 quarters.
  • Caption Management's Apollo Global Management position peaked at $7.2M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.