Naples Global Advisors’s Apollo Global Management APO Stock Holding History

Naples Global 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 Q2	$427K	Sell	3,606 -250	-6%	-$31.4K	0.03%	359
2026 Q1	$430K	Buy	3,856 +51	+1%	+$6.32K	0.03%	346
2025 Q4	$551K	Sell	3,805 -200	-5%	-$26.6K	0.04%	312
2025 Q3	$534K	Sell	4,005 -460	-10%	-$65.1K	0.04%	310
2025 Q2	$633K	Sell	4,465 -165	-4%	-$21.9K	0.05%	277
2025 Q1	$634K	Hold	4,630	–	–	0.06%	266
2024 Q4	$765K	Sell	4,630 -30	-0.6%	-$4.75K	0.07%	251
2024 Q3	$582K	Sell	4,660 -65	-1%	-$7.5K	0.05%	269
2024 Q2	$558K	Sell	4,725 -1,850	-28%	-$210K	0.06%	268
2024 Q1	$739K	Sell	6,575 -100	-1%	-$10.6K	0.08%	248
2023 Q4	$622K	Sell	6,675 -800	-11%	-$70.6K	0.07%	256
2023 Q3	$671K	Buy	7,475 +475	+7%	+$39.9K	0.08%	247
2023 Q2	$538K	Hold	7,000	–	–	0.06%	267
2023 Q1	$442K	Hold	7,000	–	–	0.06%	290
2022 Q4	$447K	Buy	7,000 +1,000	+17%	+$59.4K	0.06%	283
2022 Q3	$279K	Hold	6,000	–	–	0.04%	324
2022 Q2	$291K	Sell	6,000 -500	-8%	-$27.2K	0.04%	323
2022 Q1	$403K	Hold	6,500	–	–	0.05%	303
2021 Q4	$471K	Hold	6,500	–	–	0.05%	288
2021 Q3	$400K	Buy	6,500 +200	+3%	+$12K	0.05%	298
2021 Q2	$392K	Hold	6,300	–	–	0.05%	298
2021 Q1	$296K	Sell	6,300 -1,500	-19%	-$73K	0.05%	311
2020 Q4	$382K	Buy	7,800 +300	+4%	+$13.4K	0.06%	273
2020 Q3	$336K	Hold	7,500	–	–	0.07%	269
2020 Q2	$374K	Hold	7,500	–	–	0.08%	247
2020 Q1	$251K	Buy	+7,500	New	+$322K	0.07%	272

Other funds holding APO

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Spinecap SAS Paris, France $335M AUM 16.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Naples Global Advisors's APO Position: Q2 2026 in Review

Naples Global Advisors reduced its Apollo Global Management (APO) stake by 6.5% in Q2 2026, selling an estimated $31.4K and leaving 3,606 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #359.

Naples Global Advisors first reported a position in APO in Q1 2020 and has held it in 26 quarters since. The position peaked at $765K in Q4 2024. 323 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Naples Global Advisors held 3,606 shares of Apollo Global Management worth $427K as of Q2 2026.
Naples Global Advisors sold 250 Apollo Global Management shares in Q2 2026, an estimated $31.4K.
Apollo Global Management made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #359 holding.
Naples Global Advisors first reported a position in Apollo Global Management in Q1 2020 and has held it in 26 quarters since.
Naples Global Advisors's Apollo Global Management position peaked at $765K in Q4 2024.
323 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.