Nisa Investment Advisors
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Nisa Investment Advisors’s Apollo Global Management APO Stock Holding History

Nisa 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
Q2 		$4.23M Sell
35,743
-7,816
-18% -$983K 0.01% 439
2026
Q1 		$4.85M Sell
43,559
-14,073
-24% -$1.74M 0.02% 390
2025
Q4 		$8.34M Buy
57,632
+3,796
+7% +$504K 0.03% 299
2025
Q3 		$7.17M Buy
53,836
+1,676
+3% +$237K 0.03% 323
2025
Q2 		$7.4M Sell
52,160
-4,987
-9% -$661K 0.03% 321
2025
Q1 		$7.83M Buy
57,147
+12,814
+29% +$1.97M 0.04% 310
2024
Q4 		$7.32M Buy
44,333
+10,630
+32% +$1.68M 0.03% 358
2024
Q3 		$4.21M Sell
33,703
-21,132
-39% -$2.44M 0.02% 468
2024
Q2 		$6.47M Buy
54,835
+4,751
+9% +$539K 0.04% 365
2024
Q1 		$5.63M Sell
50,084
-6,245
-11% -$659K 0.04% 411
2023
Q4 		$5.25M Sell
56,329
-782
-1% -$69K 0.04% 402
2023
Q3 		$5.13M Buy
57,111
+23,303
+69% +$1.96M 0.04% 398
2023
Q2 		$2.6M Hold
33,808
– – 0.02% 603
2023
Q1 		$2.13M Hold
33,808
– – 0.02% 649
2022
Q4 		$2.16M Buy
33,808
+29,400
+667% +$1.75M 0.02% 713
2022
Q3 		$223K Buy
4,408
+290
+7% +$15.9K ﹤0.01% 1244
2022
Q2 		$200K Sell
4,118
-35,738
-90% -$1.94M ﹤0.01% 1307
2022
Q1 		$2.47M Buy
+39,856
New +$2.62M 0.02% 616
2021
Q4 		– Sell
-12,253
Closed -$755K – 2196
2021
Q3 		$755K Sell
12,253
-27,185
-69% -$1.63M ﹤0.01% 1001
2021
Q2 		$2.45M Buy
39,438
+37,438
+1,872% +$2.08M 0.02% 666
2021
Q1 		$94K Hold
2,000
– – ﹤0.01% 1772
2020
Q4 		$98K Buy
+2,000
New +$89.3K ﹤0.01% 1731

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

Nisa Investment Advisors's APO Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Apollo Global Management (APO) stake by 18% in Q2 2026, selling an estimated $983K and leaving 35,743 shares worth $4.23M. The position accounts for 0.01% of the portfolio, ranked #439.

Nisa Investment Advisors first reported a position in APO in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.34M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Nisa Investment Advisors held 35,743 shares of Apollo Global Management worth $4.23M as of Q2 2026.
  • Nisa Investment Advisors sold 7,816 Apollo Global Management shares in Q2 2026, an estimated $983K.
  • Apollo Global Management made up 0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #439 holding.
  • Nisa Investment Advisors first reported a position in Apollo Global Management in Q4 2020 and has held it in 22 quarters since.
  • Nisa Investment Advisors's Apollo Global Management position peaked at $8.34M in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.