Coastal Bridge Advisors’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.84M Sell
34,480
-771
-2% -$95.6K 0.27% 86
2025
Q4
$5.1M Sell
35,251
-294
-0.8% -$39K 0.38% 65
2025
Q3
$4.74M Sell
35,545
-2,240
-6% -$317K 0.36% 70
2025
Q2
$5.36M Buy
+37,785
New +$5.01M 0.44% 53
2025
Q1
Sell
-36,330
Closed -$6M 268
2024
Q4
$6M Sell
36,330
-724
-2% -$115K 1.51% 19
2024
Q3
$4.63M Sell
37,054
-1,055
-3% -$122K 1.15% 21
2024
Q2
$4.5M Hold
38,109
1.12% 21
2024
Q1
$4.29M Sell
38,109
-146
-0.4% -$15.4K 0.99% 21
2023
Q4
$3.56M Sell
38,255
-1,534
-4% -$135K 0.91% 24
2023
Q3
$3.57M Sell
39,789
-77
-0.2% -$6.47K 0.96% 23
2023
Q2
$3.06M Sell
39,866
-2,437
-6% -$163K 0.75% 27
2023
Q1
$2.67M Sell
42,303
-402
-0.9% -$26.9K 0.68% 30
2022
Q4
$2.72M Sell
42,705
-3,253
-7% -$193K 0.77% 27
2022
Q3
$2.14M Sell
45,958
-581
-1% -$31.9K 0.57% 36
2022
Q2
$2.26M Sell
46,539
-1,413
-3% -$76.9K 0.69% 32
2022
Q1
$2.97M Buy
+47,952
New +$3.15M 0.68% 32
2021
Q3
Sell
-48,072
Closed -$2.99M 146
2021
Q2
$2.99M Hold
48,072
0.61% 29
2021
Q1
$2.26M Sell
48,072
-8,992
-16% -$437K 0.41% 32
2020
Q4
$2.79M Hold
57,064
0.56% 25
2020
Q3
$2.55M Sell
57,064
-904
-2% -$43.5K 0.78% 24
2020
Q2
$2.89M Sell
57,968
-1,753
-3% -$76.9K 0.92% 20
2020
Q1
$2M Buy
59,721
+532
+0.9% +$22.8K 0.73% 23
2019
Q4
$2.82M Sell
59,189
-2,816
-5% -$120K 0.73% 17
2019
Q3
$2.35M Sell
62,005
-2,218
-3% -$80.7K 0.8% 21
2019
Q2
$2.2M Hold
64,223
0.65% 25
2019
Q1
$1.81M Sell
64,223
-1,058
-2% -$30.1K 0.63% 28
2018
Q4
$1.6M Sell
65,281
-4,637
-7% -$133K 0.63% 28
2018
Q3
$2.42M Buy
69,918
+1,805
+3% +$62.9K 0.92% 17
2018
Q2
$2.17M Buy
68,113
+4,149
+6% +$127K 0.87% 19
2018
Q1
$1.9M Buy
63,964
+5,808
+10% +$195K 0.69% 20
2017
Q4
$1.95M Buy
58,156
+6,066
+12% +$190K 0.62% 19
2017
Q3
$1.57M Buy
52,090
+17,670
+51% +$509K 0.51% 23
2017
Q2
$910K Buy
+34,420
New +$917K 0.31% 38

Other funds holding APO

Coastal Bridge Advisors's APO Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Apollo Global Management (APO) stake by 2.2% in Q1 2026, selling an estimated $95.6K and leaving 34,480 shares worth $3.84M. The position accounts for 0.27% of the portfolio, ranked #86.

Coastal Bridge Advisors first reported a position in APO in Q2 2017 and has held it in 33 quarters since. The position peaked at $6M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Coastal Bridge Advisors held 34,480 shares of Apollo Global Management worth $3.84M as of Q1 2026.
  • Coastal Bridge Advisors sold 771 Apollo Global Management shares in Q1 2026, an estimated $95.6K.
  • Apollo Global Management made up 0.27% of Coastal Bridge Advisors's portfolio in Q1 2026, its #86 holding.
  • Coastal Bridge Advisors first reported a position in Apollo Global Management in Q2 2017 and has held it in 33 quarters since.
  • Coastal Bridge Advisors's Apollo Global Management position peaked at $6M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.