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Cooper Financial Group’s Apollo Global Management APO Stock Holding History

Cooper Financial Group’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 		$440K Sell
3,719
-1,537
-29% -$193K 0.04% 282
2026
Q1 		$586K Sell
5,256
-487
-8% -$60.4K 0.06% 235
2025
Q4 		$831K Sell
5,743
-426
-7% -$56.6K 0.09% 168
2025
Q3 		$822K Buy
6,169
+872
+16% +$123K 0.09% 173
2025
Q2 		$751K Sell
5,297
-150
-3% -$19.9K 0.09% 181
2025
Q1 		$746K Sell
5,447
-830
-13% -$128K 0.1% 181
2024
Q4 		$1.04M Buy
6,277
+592
+10% +$93.8K 0.12% 139
2024
Q3 		$710K Buy
5,685
+3,007
+112% +$347K 0.09% 195
2024
Q2 		$316K Buy
+2,678
New +$304K 0.05% 294

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
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

Cooper Financial Group's APO Position: Q2 2026 in Review

Cooper Financial Group reduced its Apollo Global Management (APO) stake by 29% in Q2 2026, selling an estimated $193K and leaving 3,719 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #282.

Cooper Financial Group first reported a position in APO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Cooper Financial Group held 3,719 shares of Apollo Global Management worth $440K as of Q2 2026.
  • Cooper Financial Group sold 1,537 Apollo Global Management shares in Q2 2026, an estimated $193K.
  • Apollo Global Management made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #282 holding.
  • Cooper Financial Group first reported a position in Apollo Global Management in Q2 2024 and has held it in 9 quarters since.
  • Cooper Financial Group's Apollo Global Management position peaked at $1.04M in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.