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
Q2 		$23.7K Buy
+200
New +$25.1K ﹤0.01% 3191

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

CAPTRUST Financial Advisors's APO Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Apollo Global Management (APO) stake by 13% in Q2 2026, selling an estimated $331K and leaving 17,588 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

CAPTRUST Financial Advisors first reported a position in APO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.89M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • CAPTRUST Financial Advisors held 17,588 shares of Apollo Global Management worth $2.08M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 2,630 Apollo Global Management shares in Q2 2026, an estimated $331K.
  • Apollo Global Management made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1281 holding.
  • CAPTRUST Financial Advisors first reported a position in Apollo Global Management in Q4 2019 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's Apollo Global Management position peaked at $2.89M in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.