CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Apollo Global Management APO Stock Holding History

CAPTRUST Financial 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 		$2.25M Buy
20,218
+280
+1% +$34.7K ﹤0.01% 1154
2025
Q4 		$2.89M Buy
19,938
+5,665
+40% +$752K 0.01% 908
2025
Q3 		$1.9M Buy
14,273
+366
+3% +$51.8K ﹤0.01% 1053
2025
Q2 		$1.97M Buy
13,907
+3,985
+40% +$528K ﹤0.01% 969
2025
Q1 		$1.36M Buy
9,922
+2,363
+31% +$363K ﹤0.01% 1113
2024
Q4 		$1.25M Buy
7,559
+4,550
+151% +$721K ﹤0.01% 1118
2024
Q3 		$376K Sell
3,009
-1,179
-28% -$136K ﹤0.01% 1753
2024
Q2 		$494K Buy
4,188
+712
+20% +$80.8K ﹤0.01% 1506
2024
Q1 		$391K Sell
3,476
-5,494
-61% -$580K ﹤0.01% 1621
2023
Q4 		$836K Buy
8,970
+1,681
+23% +$148K ﹤0.01% 1384
2023
Q3 		$654K Buy
7,289
+357
+5% +$30K ﹤0.01% 1467
2023
Q2 		$532K Sell
6,932
-194
-3% -$13K ﹤0.01% 1593
2023
Q1 		$450K Sell
7,126
-535
-7% -$35.8K ﹤0.01% 1464
2022
Q4 		$489K Sell
7,661
-10,529
-58% -$625K ﹤0.01% 1348
2022
Q3 		$846K Buy
18,190
+669
+4% +$36.7K ﹤0.01% 997
2022
Q2 		$849K Buy
17,521
+7,238
+70% +$394K 0.01% 914
2022
Q1 		$637K Buy
10,283
+7,019
+215% +$462K ﹤0.01% 1037
2021
Q4 		$236K Sell
3,264
-1,132
-26% -$81.7K ﹤0.01% 1521
2021
Q3 		$271K Buy
4,396
+1,918
+77% +$115K ﹤0.01% 1353
2021
Q2 		$154K Buy
2,478
+120
+5% +$6.66K ﹤0.01% 1703
2021
Q1 		$111K Buy
2,358
+571
+32% +$27.8K ﹤0.01% 1879
2020
Q4 		$88K Buy
1,787
+121
+7% +$5.4K ﹤0.01% 1561
2020
Q3 		$78K Buy
1,666
+9
+0.5% +$433 ﹤0.01% 1445
2020
Q2 		$83K Buy
+1,657
New +$72.7K ﹤0.01% 1411
2020
Q1 		– Sell
-5,000
Closed -$238K – 1387
2019
Q4 		$238K Buy
+5,000
New +$213K ﹤0.01% 922

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

CAPTRUST Financial Advisors's APO Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Apollo Global Management (APO) stake by 1.4% in Q1 2026, buying an estimated $34.7K and bringing the position to 20,218 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

CAPTRUST Financial Advisors first reported a position in APO in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.89M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • CAPTRUST Financial Advisors held 20,218 shares of Apollo Global Management worth $2.25M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 280 Apollo Global Management shares in Q1 2026, an estimated $34.7K.
  • Apollo Global Management made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1154 holding.
  • CAPTRUST Financial Advisors first reported a position in Apollo Global Management in Q4 2019 and has held it in 25 quarters since.
  • CAPTRUST Financial Advisors's Apollo Global Management position peaked at $2.89M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

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