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Coastline Trust’s Apollo Global Management APO Stock Holding History

Coastline Trust’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
Q3 		$47.6K Sell
410
-617
-60% -$78.3K ﹤0.01% 264
2026
Q2 		$122K Sell
1,027
-255
-20% -$32.1K 0.01% 228
2026
Q1 		$143K Sell
1,282
-382
-23% -$47.3K 0.01% 220
2025
Q4 		$241K Sell
1,664
-800
-32% -$106K 0.02% 195
2025
Q3 		$328K Buy
2,464
+129
+6% +$18.3K 0.04% 170
2025
Q2 		$331K Sell
2,335
-14,714
-86% -$1.95M 0.04% 171
2025
Q1 		$2.33M Buy
17,049
+380
+2% +$58.4K 0.29% 70
2024
Q4 		$2.75M Buy
+16,669
New +$2.64M 0.32% 65

Other funds holding APO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Coastline Trust's APO Position: Q3 2026 in Review

Coastline Trust reduced its Apollo Global Management (APO) stake by 60% in Q3 2026, selling an estimated $78.3K and leaving 410 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Coastline Trust first reported a position in APO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.75M in Q4 2024. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Coastline Trust held 410 shares of Apollo Global Management worth $47.6K as of Q3 2026.
  • Coastline Trust sold 617 Apollo Global Management shares in Q3 2026, an estimated $78.3K.
  • Apollo Global Management made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #264 holding.
  • Coastline Trust first reported a position in Apollo Global Management in Q4 2024 and has held it in 8 quarters since.
  • Coastline Trust's Apollo Global Management position peaked at $2.75M in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.