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Great Valley Advisor Group’s Apollo Global Management APO Stock Holding History

Great Valley Advisor 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
Q1 		– Sell
-1,953
Closed -$283K – 1000
2025
Q4 		$283K Sell
1,953
-12,793
-87% -$1.7M 0.01% 800
2025
Q3 		$1.97M Buy
14,746
+313
+2% +$44.3K 0.04% 344
2025
Q2 		$2.05M Buy
14,433
+2,384
+20% +$316K 0.05% 312
2025
Q1 		$1.65M Buy
12,049
+7,005
+139% +$1.08M 0.04% 347
2024
Q4 		$833K Buy
5,044
+1,837
+57% +$291K 0.02% 483
2024
Q3 		$401K Buy
3,207
+491
+18% +$56.7K 0.01% 615
2024
Q2 		$321K Buy
2,716
+209
+8% +$23.7K 0.01% 627
2024
Q1 		$282K Buy
2,507
+257
+11% +$27.1K 0.01% 620
2023
Q4 		$210K Sell
2,250
-371
-14% -$32.8K 0.01% 665
2023
Q3 		$235K Sell
2,621
-141
-5% -$11.9K 0.01% 593
2023
Q2 		$212K Buy
+2,762
New +$185K 0.01% 648
2023
Q1 		– Sell
-4,138
Closed -$264K – 704
2022
Q4 		$264K Buy
+4,138
New +$246K 0.01% 577
2021
Q1 		– Sell
-16,630
Closed -$815K – 502
2020
Q4 		$815K Sell
16,630
-645
-4% -$28.8K 0.08% 203
2020
Q3 		$773K Sell
17,275
-6,433
-27% -$309K 0.09% 191
2020
Q2 		$1.18M Sell
23,708
-13,391
-36% -$588K 0.19% 131
2020
Q1 		$1.24M Buy
37,099
+17,383
+88% +$747K 0.33% 91
2019
Q4 		$941K Buy
+19,716
New +$841K 0.21% 140

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Great Valley Advisor Group's APO Position: Q1 2026 in Review

Great Valley Advisor Group sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,953 shares — an estimated $283K sold.

Great Valley Advisor Group first reported a position in APO in Q4 2019 and held it in 17 quarters. The position peaked at $2.05M in Q2 2025. 1,136 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Great Valley Advisor Group reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,953 Apollo Global Management shares in Q1 2026, an estimated $283K.
  • Great Valley Advisor Group first reported a position in Apollo Global Management in Q4 2019 and held it in 17 quarters.
  • Great Valley Advisor Group's Apollo Global Management position peaked at $2.05M in Q2 2025.
  • 1,136 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.