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Gladstone Institutional Advisory’s Apollo Global Management APO Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-1,832
Closed -$265K – 834
2025
Q4 		$265K Buy
1,832
+166
+10% +$22K 0.01% 672
2025
Q3 		$222K Buy
+1,666
New +$236K 0.01% 732

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gladstone Institutional Advisory's APO Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,832 shares — an estimated $265K sold.

Gladstone Institutional Advisory first reported a position in APO in Q3 2025 and held it in 2 quarters. The position peaked at $265K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,832 Apollo Global Management shares in Q1 2026, an estimated $265K.
  • Gladstone Institutional Advisory first reported a position in Apollo Global Management in Q3 2025 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Apollo Global Management position peaked at $265K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.