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Kovack Advisors’s Apollo Global Management APO Stock Holding History

Kovack 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
Q1 		$384K Sell
3,483
-199
-5% -$24.7K 0.02% 670
2025
Q4 		$533K Buy
3,682
+280
+8% +$37.2K 0.02% 574
2025
Q3 		$453K Sell
3,402
-197
-5% -$27.9K 0.04% 357
2025
Q2 		$511K Buy
3,599
+233
+7% +$30.9K 0.05% 324
2025
Q1 		$461K Buy
3,366
+21
+0.6% +$3.23K 0.05% 321
2024
Q4 		$552K Sell
3,345
-59
-2% -$9.35K 0.05% 287
2024
Q3 		$425K Buy
3,404
+275
+9% +$31.7K 0.05% 343
2024
Q2 		$370K Buy
3,129
+209
+7% +$23.7K 0.04% 375
2024
Q1 		$328K Buy
2,920
+174
+6% +$18.4K 0.04% 326
2023
Q4 		$256K Buy
2,746
+35
+1% +$3.09K 0.03% 462
2023
Q3 		$243K Sell
2,711
-43
-2% -$3.61K 0.03% 442
2023
Q2 		$212K Buy
+2,754
New +$184K 0.03% 504
2023
Q1 		– Sell
-3,364
Closed -$215K – 609
2022
Q4 		$215K Buy
+3,364
New +$200K 0.03% 503
2022
Q3 		– Sell
-10,858
Closed -$526K – 571
2022
Q2 		$526K Sell
10,858
-328
-3% -$17.8K 0.07% 304
2022
Q1 		$693K Sell
11,186
-503
-4% -$33.1K 0.07% 301
2021
Q4 		$847K Buy
11,689
+26
+0.2% +$1.88K 0.08% 266
2021
Q3 		$718K Buy
11,663
+531
+5% +$31.9K 0.08% 288
2021
Q2 		$692K Sell
11,132
-168
-1% -$9.32K 0.08% 272
2021
Q1 		$531K Sell
11,300
-2,092
-16% -$102K 0.07% 300
2020
Q4 		$656K Buy
13,392
+1,291
+11% +$57.6K 0.09% 226
2020
Q3 		$541K Buy
12,101
+7,854
+185% +$378K 0.1% 213
2020
Q2 		$212K Buy
+4,247
New +$186K 0.04% 397
2020
Q1 		– Sell
-22,751
Closed -$1.08M – 472
2019
Q4 		$1.08M Buy
22,751
+4,886
+27% +$208K 0.19% 128
2019
Q3 		$676K Buy
17,865
+4,988
+39% +$182K 0.14% 173
2019
Q2 		$442K Sell
12,877
-76
-0.6% -$2.42K 0.1% 230
2019
Q1 		$366K Buy
12,953
+55
+0.4% +$1.56K 0.09% 250
2018
Q4 		$317K Buy
12,898
+46
+0.4% +$1.32K 0.09% 246
2018
Q3 		$444K Buy
12,852
+34
+0.3% +$1.19K 0.11% 216
2018
Q2 		$408K Sell
12,818
-5,716
-31% -$175K 0.11% 212
2018
Q1 		$549K Sell
18,534
-10,220
-36% -$344K 0.14% 176
2017
Q4 		$962K Sell
28,754
-373
-1% -$11.7K 0.24% 99
2017
Q3 		$877K Buy
29,127
+50
+0.2% +$1.44K 0.29% 86
2017
Q2 		$769K Buy
29,077
+6,449
+29% +$172K 0.24% 97
2017
Q1 		$550K Buy
22,628
+51
+0.2% +$1.14K 0.21% 114
2016
Q4 		$437K Buy
22,577
+43
+0.2% +$812 0.21% 118
2016
Q3 		$405K Buy
22,534
+644
+3% +$11.3K 0.2% 127
2016
Q2 		$332K Buy
21,890
+153
+0.7% +$2.51K 0.18% 136
2016
Q1 		$372K Sell
21,737
-305
-1% -$4.57K 0.23% 115
2015
Q4 		$335K Buy
22,042
+1,848
+9% +$31.6K 0.22% 123
2015
Q3 		$347K Buy
+20,194
New +$402K 0.24% 113

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

Kovack Advisors's APO Position: Q1 2026 in Review

Kovack Advisors reduced its Apollo Global Management (APO) stake by 5.4% in Q1 2026, selling an estimated $24.7K and leaving 3,483 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #670.

Kovack Advisors first reported a position in APO in Q3 2015 and has held it in 40 quarters since. The position peaked at $1.08M in Q4 2019. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Kovack Advisors held 3,483 shares of Apollo Global Management worth $384K as of Q1 2026.
  • Kovack Advisors sold 199 Apollo Global Management shares in Q1 2026, an estimated $24.7K.
  • Apollo Global Management made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #670 holding.
  • Kovack Advisors first reported a position in Apollo Global Management in Q3 2015 and has held it in 40 quarters since.
  • Kovack Advisors's Apollo Global Management position peaked at $1.08M in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.