Colonial River Investments’s Apollo Global Management APO Stock Holding History

Colonial River Investments’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	$453K	Sell	3,830 -637	-14%	-$80.1K	0.13%	139
2026 Q1	$498K	Buy	4,467 +274	+7%	+$34K	0.18%	122
2025 Q4	$607K	Buy	4,193 +269	+7%	+$35.7K	0.22%	95
2025 Q3	$523K	Sell	3,924 -24	-0.6%	-$3.4K	0.19%	113
2025 Q2	$585K	Buy	3,948 +385	+11%	+$51.1K	0.25%	85
2025 Q1	$488K	Buy	+3,563	New	+$548K	0.27%	85

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Colonial River Investments's APO Position: Q2 2026 in Review

Colonial River Investments reduced its Apollo Global Management (APO) stake by 14% in Q2 2026, selling an estimated $80.1K and leaving 3,830 shares worth $453K. The position accounts for 0.13% of the portfolio, ranked #139.

Colonial River Investments first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $607K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Colonial River Investments held 3,830 shares of Apollo Global Management worth $453K as of Q2 2026.
Colonial River Investments sold 637 Apollo Global Management shares in Q2 2026, an estimated $80.1K.
Apollo Global Management made up 0.13% of Colonial River Investments's portfolio in Q2 2026, its #139 holding.
Colonial River Investments first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
Colonial River Investments's Apollo Global Management position peaked at $607K in Q4 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.