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Mount Yale Investment Advisors’s Apollo Global Management APO Stock Holding History

Mount Yale Investment 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 		$773K Buy
6,942
+4,342
+167% +$538K 0.02% 581
2025
Q4 		$376K Buy
2,600
+778
+43% +$103K 0.02% 530
2025
Q3 		$243K Sell
1,822
-266
-13% -$37.7K 0.02% 572
2025
Q2 		$296K Sell
2,088
-1,502
-42% -$199K 0.02% 461
2025
Q1 		$492K Buy
+3,590
New +$552K 0.04% 328

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's APO Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Apollo Global Management (APO) stake by 167% in Q1 2026, buying an estimated $538K and bringing the position to 6,942 shares worth $773K. The position accounts for 0.02% of the portfolio, ranked #581.

Mount Yale Investment Advisors first reported a position in APO in Q1 2025 and has held it in 5 quarters since. 1,132 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Mount Yale Investment Advisors held 6,942 shares of Apollo Global Management worth $773K as of Q1 2026.
  • Mount Yale Investment Advisors bought 4,342 Apollo Global Management shares in Q1 2026, an estimated $538K.
  • Apollo Global Management made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #581 holding.
  • Mount Yale Investment Advisors first reported a position in Apollo Global Management in Q1 2025 and has held it in 5 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.