Davidson Investment Advisors’s Apollo Global Management APO Stock Holding History

Davidson Investment 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	$357K	Hold	3,020	–	–	0.01%	109
2026 Q1	$336K	Sell	3,020 -212	-7%	-$26.3K	0.01%	107
2025 Q4	$468K	Hold	3,232	–	–	0.02%	105
2025 Q3	$431K	Hold	3,232	–	–	0.02%	105
2025 Q2	$459K	Hold	3,232	–	–	0.02%	102
2025 Q1	$443K	Buy	+3,232	New	+$497K	0.02%	98

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

Davidson Investment Advisors's APO Position: Q2 2026 in Review

Davidson Investment Advisors held its Apollo Global Management (APO) position steady in Q2 2026 at 3,020 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #109.

Davidson Investment Advisors first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $468K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Davidson Investment Advisors held 3,020 shares of Apollo Global Management worth $357K as of Q2 2026.
Davidson Investment Advisors left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.01% of Davidson Investment Advisors's portfolio in Q2 2026, its #109 holding.
Davidson Investment Advisors first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
Davidson Investment Advisors's Apollo Global Management position peaked at $468K in Q4 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.