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Harbor Investment Advisory’s Apollo Global Management APO Stock Holding History

Harbor Investment 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
Q2 		$351K Sell
2,964
-115
-4% -$14.5K 0.02% 342
2026
Q1 		$343K Sell
3,079
-4,136
-57% -$513K 0.03% 332
2025
Q4 		$1.04M Sell
7,215
-8,737
-55% -$1.16M 0.08% 191
2025
Q3 		$2.13M Sell
15,952
-160
-1% -$22.7K 0.18% 101
2025
Q2 		$2.29M Sell
16,112
-1,055
-6% -$140K 0.2% 88
2025
Q1 		$2.35M Buy
17,167
+1,180
+7% +$181K 0.23% 81
2024
Q4 		$2.64M Sell
15,987
-162
-1% -$25.7K 0.25% 75
2024
Q3 		$2.02M Sell
16,149
-757
-4% -$87.4K 0.2% 91
2024
Q2 		$2M Buy
16,906
+1,339
+9% +$152K 0.21% 88
2024
Q1 		$1.75M Hold
15,567
– – 0.18% 94
2023
Q4 		$1.45M Sell
15,567
-350
-2% -$30.9K 0.17% 104
2023
Q3 		$1.43M Sell
15,917
-8
-0.1% -$672 0.19% 94
2023
Q2 		$1.22M Buy
15,925
+11
+0.1% +$736 0.17% 116
2023
Q1 		$1.01M Buy
15,914
+240
+2% +$16.1K 0.15% 132
2022
Q4 		$1,000K Buy
15,674
+358
+2% +$21.3K 0.16% 129
2022
Q3 		$712K Buy
15,316
+2,901
+23% +$159K 0.12% 156
2022
Q2 		$602K Buy
12,415
+2,006
+19% +$109K 0.1% 179
2022
Q1 		$645K Buy
10,409
+997
+11% +$65.6K 0.09% 193
2021
Q4 		$682K Buy
9,412
+205
+2% +$14.8K 0.09% 189
2021
Q3 		$567K Buy
9,207
+363
+4% +$21.8K 0.08% 206
2021
Q2 		$550K Buy
8,844
+181
+2% +$10K 0.07% 219
2021
Q1 		$407K Buy
+8,663
New +$421K 0.06% 232

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

Harbor Investment Advisory's APO Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Apollo Global Management (APO) stake by 3.7% in Q2 2026, selling an estimated $14.5K and leaving 2,964 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #342.

Harbor Investment Advisory first reported a position in APO in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.64M in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Harbor Investment Advisory held 2,964 shares of Apollo Global Management worth $351K as of Q2 2026.
  • Harbor Investment Advisory sold 115 Apollo Global Management shares in Q2 2026, an estimated $14.5K.
  • Apollo Global Management made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #342 holding.
  • Harbor Investment Advisory first reported a position in Apollo Global Management in Q1 2021 and has held it in 22 quarters since.
  • Harbor Investment Advisory's Apollo Global Management position peaked at $2.64M in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.