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Navellier & Associates’s Apollo Global Management APO Stock Holding History

Navellier & Associates’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 		– Sell
-3,781
Closed -$421K – 328
2026
Q1 		$421K Sell
3,781
-170
-4% -$21.1K 0.04% 236
2025
Q4 		$572K Sell
3,951
-1,332
-25% -$177K 0.06% 204
2025
Q3 		$704K Buy
5,283
+1,067
+25% +$151K 0.07% 217
2025
Q2 		$598K Sell
4,216
-34
-0.8% -$4.51K 0.07% 195
2025
Q1 		$569K Sell
4,250
-1,452
-25% -$223K 0.08% 198
2024
Q4 		$942K Buy
5,702
+1,340
+31% +$212K 0.11% 168
2024
Q3 		$545K Sell
4,362
-1,366
-24% -$158K 0.07% 204
2024
Q2 		$676K Sell
5,728
-152
-3% -$17.2K 0.08% 201
2024
Q1 		$661K Buy
5,880
+166
+3% +$17.5K 0.08% 201
2023
Q4 		$532K Buy
5,714
+1,401
+32% +$124K 0.08% 215
2023
Q3 		$387K Buy
4,313
+336
+8% +$28.2K 0.07% 228
2023
Q2 		$305K Buy
3,977
+637
+19% +$42.6K 0.06% 220
2023
Q1 		$211K Buy
3,340
+181
+6% +$12.1K 0.04% 253
2022
Q4 		$202K Buy
+3,159
New +$188K 0.04% 245
2022
Q2 		– Sell
-3,229
Closed -$200K – 278
2022
Q1 		$200K Hold
3,229
– – 0.03% 280
2021
Q4 		$234K Buy
+3,229
New +$233K 0.03% 290
2021
Q3 		– Sell
-3,239
Closed -$201K – 311
2021
Q2 		$201K Buy
+3,239
New +$180K 0.03% 289
2019
Q1 		– Sell
-8,917
Closed -$219K – 244
2018
Q4 		$219K Sell
8,917
-307
-3% -$8.81K 0.04% 202
2018
Q3 		$319K Sell
9,224
-100
-1% -$3.48K 0.04% 231
2018
Q2 		$297K Sell
9,324
-42
-0.4% -$1.28K 0.04% 245
2018
Q1 		$277K Buy
+9,366
New +$315K 0.04% 239

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Navellier & Associates's APO Position: Q2 2026 in Review

Navellier & Associates sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 3,781 shares — an estimated $421K sold.

Navellier & Associates first reported a position in APO in Q1 2018 and held it in 21 quarters. The position peaked at $942K in Q4 2024. 1,177 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Navellier & Associates reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • Navellier & Associates sold 3,781 Apollo Global Management shares in Q2 2026, an estimated $421K.
  • Navellier & Associates first reported a position in Apollo Global Management in Q1 2018 and held it in 21 quarters.
  • Navellier & Associates's Apollo Global Management position peaked at $942K in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.