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HighPoint Advisor Group’s Apollo Global Management APO Stock Holding History

HighPoint 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
-4,459
Closed -$645K – 673
2025
Q4 		$645K Sell
4,459
-72
-2% -$9.56K 0.01% 606
2025
Q3 		$604K Buy
4,531
+257
+6% +$36.4K 0.03% 350
2025
Q2 		$606K Buy
4,274
+1,058
+33% +$140K 0.03% 336
2025
Q1 		$442K Buy
3,216
+558
+21% +$85.8K 0.03% 385
2024
Q4 		$420K Sell
2,658
-345
-11% -$54.7K 0.02% 419
2024
Q3 		$423K Sell
3,003
-96
-3% -$11.1K 0.02% 390
2024
Q2 		$380K Sell
3,099
-174
-5% -$19.7K 0.02% 413
2024
Q1 		$359K Sell
3,273
-157
-5% -$16.6K 0.03% 419
2023
Q4 		$389K Buy
+3,430
New +$303K 0.03% 408
2022
Q2 		$202K Buy
+4,030
New +$219K 0.02% 496

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 $3.37T AUM 44.26% 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

HighPoint Advisor Group's APO Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 4,459 shares — an estimated $645K sold.

HighPoint Advisor Group first reported a position in APO in Q2 2022 and held it in 10 quarters. The position peaked at $645K in Q4 2025. 1,134 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 4,459 Apollo Global Management shares in Q1 2026, an estimated $645K.
  • HighPoint Advisor Group first reported a position in Apollo Global Management in Q2 2022 and held it in 10 quarters.
  • HighPoint Advisor Group's Apollo Global Management position peaked at $645K in Q4 2025.
  • 1,134 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.