Perennial Advisors’s Apollo Global Management APO Stock Holding History

Perennial 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	–	Sell	-1,800	Closed	-$201K	–	139
2026 Q1	$201K	Hold	1,800	–	–	0.03%	121
2025 Q4	$261K	Hold	1,800	–	–	0.04%	107
2025 Q3	$240K	Hold	1,800	–	–	0.04%	114
2025 Q2	$255K	Buy	+1,800	New	+$239K	0.05%	106
2021 Q3	–	Sell	-784	Closed	-$49K	–	95
2021 Q2	$49K	Buy	+784	New	+$43.5K	0.01%	151
2018 Q3	–	Sell	-4,310	Closed	-$137K	–	207
2018 Q2	$137K	Hold	4,310	–	–	0.08%	78
2018 Q1	$128K	Buy	4,310 +3,310	+331%	+$111K	0.08%	79
2017 Q4	$33K	Buy	+1,000	New	+$31.3K	0.02%	121

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Perennial Advisors's APO Position: Q2 2026 in Review

Perennial Advisors sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 1,800 shares — an estimated $201K sold.

Perennial Advisors first reported a position in APO in Q4 2017 and held it in 8 quarters. The position peaked at $261K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Perennial Advisors reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
Perennial Advisors sold 1,800 Apollo Global Management shares in Q2 2026, an estimated $201K.
Perennial Advisors first reported a position in Apollo Global Management in Q4 2017 and held it in 8 quarters.
Perennial Advisors's Apollo Global Management position peaked at $261K in Q4 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.