ProVise Management Group’s Apollo Global Management APO Stock Holding History

ProVise Management Group’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 Q1	$357K	Sell	3,208 -545	-15%	-$67.6K	0.03%	199
2025 Q4	$543K	Hold	3,753	–	–	0.04%	171
2025 Q3	$500K	Hold	3,753	–	–	0.04%	171
2025 Q2	$532K	Hold	3,753	–	–	0.04%	164
2025 Q1	$514K	Sell	3,753 -140	-4%	-$21.5K	0.04%	162
2024 Q4	$643K	Sell	3,893 -50	-1%	-$7.92K	0.06%	156
2024 Q3	$493K	Sell	3,943 -100	-2%	-$11.5K	0.04%	189
2024 Q2	$477K	Sell	4,043 -100	-2%	-$11.3K	0.04%	189
2024 Q1	$466K	Sell	4,143 -300	-7%	-$31.7K	0.04%	192
2023 Q4	$414K	Sell	4,443 -60	-1%	-$5.3K	0.04%	244
2023 Q3	$404K	Sell	4,503 -25	-0.6%	-$2.1K	0.04%	243
2023 Q2	$348K	Sell	4,528 -200	-4%	-$13.4K	0.03%	268
2023 Q1	$299K	Sell	4,728 -40	-0.8%	-$2.68K	0.03%	283
2022 Q4	$304K	Sell	4,768 -2,500	-34%	-$148K	0.03%	258
2022 Q3	$338K	Buy	7,268 +2,500	+52%	+$137K	0.04%	236
2022 Q2	$231K	Hold	4,768	–	–	0.02%	293
2022 Q1	$296K	Buy	4,768 +43	+0.9%	+$2.83K	0.03%	288
2021 Q4	$342K	Hold	4,725	–	–	0.03%	286
2021 Q3	$291K	Hold	4,725	–	–	0.03%	290
2021 Q2	$294K	Hold	4,725	–	–	0.03%	297
2021 Q1	$222K	Sell	4,725 -200	-4%	-$9.73K	0.02%	320
2020 Q4	$241K	Sell	4,925 -150	-3%	-$6.7K	0.03%	293
2020 Q3	$227K	Hold	5,075	–	–	0.03%	256
2020 Q2	$253K	Sell	5,075 -1,000	-16%	-$43.9K	0.04%	241
2020 Q1	$204K	Sell	6,075 -125	-2%	-$5.37K	0.03%	237
2019 Q4	$296K	Hold	6,200	–	–	0.04%	246
2019 Q3	$234K	Hold	6,200	–	–	0.03%	273
2019 Q2	$213K	Buy	+6,200	New	+$197K	0.03%	289
2018 Q4	–	Sell	-21,728	Closed	-$751K	–	302
2018 Q3	$751K	Hold	21,728	–	–	0.1%	174
2018 Q2	$692	Buy	+21,728	New	+$664K	0.05%	186
2018 Q1	–	Sell	-6,925	Closed	-$232K	–	302
2017 Q4	$232K	Sell	6,925 -500	-7%	-$15.7K	0.03%	284
2017 Q3	$223K	Sell	7,425 -1,175	-14%	-$33.8K	0.03%	285
2017 Q2	$227K	Sell	8,600 -1,000	-10%	-$26.6K	0.03%	294
2017 Q1	$233K	Sell	9,600 -400	-4%	-$8.92K	0.04%	286
2016 Q4	$194K	Sell	10,000 -1,000	-9%	-$18.9K	0.03%	307
2016 Q3	$198K	Sell	11,000 -4,500	-29%	-$78.9K	0.03%	308
2016 Q2	$235K	Sell	15,500 -2,000	-11%	-$32.8K	0.04%	270
2016 Q1	$300K	Sell	17,500 -6,000	-26%	-$90K	0.06%	230
2015 Q4	$357K	Sell	23,500 -12,990	-36%	-$222K	0.08%	211
2015 Q3	$627K	Buy	36,490 +7,400	+25%	+$147K	0.15%	152
2015 Q2	$644K	Buy	29,090 +11,190	+63%	+$246K	0.14%	157
2015 Q1	$387K	Buy	+17,900	New	+$417K	0.08%	211

Other funds holding APO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ProVise Management Group's APO Position: Q1 2026 in Review

ProVise Management Group reduced its Apollo Global Management (APO) stake by 15% in Q1 2026, selling an estimated $67.6K and leaving 3,208 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #199.

ProVise Management Group first reported a position in APO in Q1 2015 and has held it in 42 quarters since. The position peaked at $751K in Q3 2018. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

ProVise Management Group held 3,208 shares of Apollo Global Management worth $357K as of Q1 2026.
ProVise Management Group sold 545 Apollo Global Management shares in Q1 2026, an estimated $67.6K.
Apollo Global Management made up 0.03% of ProVise Management Group's portfolio in Q1 2026, its #199 holding.
ProVise Management Group first reported a position in Apollo Global Management in Q1 2015 and has held it in 42 quarters since.
ProVise Management Group's Apollo Global Management position peaked at $751K in Q3 2018.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.