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Proficio Capital Partners’s Apollo Global Management APO Stock Holding History

Proficio Capital Partners’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 		$262K Buy
+2,216
New +$279K 0.01% 563
2025
Q3 		– Sell
-2,316
Closed -$329K – 239
2025
Q2 		$329K Buy
2,316
+42
+2% +$5.57K 0.02% 307
2025
Q1 		$311K Sell
2,274
-1,595
-41% -$245K 0.02% 284
2024
Q4 		$639K Sell
3,869
-311
-7% -$49.3K 0.05% 150
2024
Q3 		$522K Sell
4,180
-238
-5% -$27.5K 0.05% 144
2024
Q2 		$522K Sell
4,418
-705
-14% -$80K 0.05% 156
2024
Q1 		$576K Buy
5,123
+80
+2% +$8.44K 0.06% 155
2023
Q4 		$470K Sell
5,043
-53
-1% -$4.68K 0.06% 154
2023
Q3 		$457K Buy
5,096
+168
+3% +$14.1K 0.06% 152
2023
Q2 		$379K Buy
4,928
+195
+4% +$13K 0.05% 178
2023
Q1 		$299K Sell
4,733
-63
-1% -$4.22K 0.05% 212
2022
Q4 		$306K Buy
4,796
+4,237
+758% +$252K 0.06% 196
2022
Q3 		$220K Buy
+559
New +$30.7K 0.04% 226
2016
Q4 		– Sell
-1,500
Closed -$27K – 1110
2016
Q3 		$27K Hold
1,500
– – 0.02% 373
2016
Q2 		$26K Hold
1,500
– – 0.02% 381
2016
Q1 		$26K Hold
1,500
– – 0.02% 302
2015
Q4 		$23K Buy
+1,500
New +$25.6K 0.02% 175

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

Proficio Capital Partners's APO Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Apollo Global Management (APO) in Q2 2026: 2,216 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in APO as recently as Q2 2025.

Proficio Capital Partners first reported a position in APO in Q4 2015 and has held it in 17 quarters since. The position peaked at $639K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Proficio Capital Partners held 2,216 shares of Apollo Global Management worth $262K as of Q2 2026.
  • Apollo Global Management was a new Proficio Capital Partners position in Q2 2026.
  • Apollo Global Management made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #563 holding.
  • Proficio Capital Partners first reported a position in Apollo Global Management in Q4 2015 and has held it in 17 quarters since.
  • Proficio Capital Partners's Apollo Global Management position peaked at $639K in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.