Orion Capital Management’s Apollo Global Management APO Stock Holding History

Orion Capital Management’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	$65.1K	Hold	550	–	–	0.02%	262
2026 Q1	$61.3K	Sell	550 -40	-7%	-$4.96K	0.02%	248
2025 Q4	$85.4K	Sell	590 -10	-2%	-$1.33K	0.03%	218
2025 Q3	$80K	Hold	600	–	–	0.03%	220
2025 Q2	$85.1K	Hold	600	–	–	0.03%	196
2025 Q1	$82.2K	Hold	600	–	–	0.03%	192
2024 Q4	$99.1K	Buy	+600	New	+$95K	0.04%	170
2024 Q3	–	Sell	-600	Closed	-$70.8K	–	157
2024 Q2	$70.8K	Hold	600	–	–	0.04%	187
2024 Q1	$67.5K	Buy	600 +100	+20%	+$10.6K	0.04%	201
2023 Q4	$46.6K	Hold	500	–	–	0.03%	254
2023 Q3	$44.9K	Buy	+500	New	+$42K	0.03%	239
2023 Q2	–	Sell	-500	Closed	-$31.6K	–	160
2023 Q1	$31.6K	Hold	500	–	–	0.02%	268
2022 Q4	$31.9K	Hold	500	–	–	0.02%	236
2022 Q3	$23K	Hold	500	–	–	0.02%	258
2022 Q2	$24K	Hold	500	–	–	0.02%	249
2022 Q1	$31K	Hold	500	–	–	0.02%	242
2021 Q4	$36K	Hold	500	–	–	0.02%	219
2021 Q3	$31K	Hold	500	–	–	0.02%	222
2021 Q2	$31K	Hold	500	–	–	0.02%	204
2021 Q1	$24K	Buy	+500	New	+$24.3K	0.02%	210

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Orion Capital Management's APO Position: Q2 2026 in Review

Orion Capital Management held its Apollo Global Management (APO) position steady in Q2 2026 at 550 shares worth $65.1K. The position accounts for 0.02% of the portfolio, ranked #262.

Orion Capital Management first reported a position in APO in Q1 2021 and has held it in 20 quarters since. The position peaked at $99.1K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Orion Capital Management held 550 shares of Apollo Global Management worth $65.1K as of Q2 2026.
Orion Capital Management left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.02% of Orion Capital Management's portfolio in Q2 2026, its #262 holding.
Orion Capital Management first reported a position in Apollo Global Management in Q1 2021 and has held it in 20 quarters since.
Orion Capital Management's Apollo Global Management position peaked at $99.1K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.