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Rational Advisors’s Apollo Global Management APO Stock Holding History

Rational 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 		$1.48M Buy
12,515
+28
+0.2% +$3.52K 0.14% 78
2026
Q1 		$1.39M Sell
12,487
-5,600
-31% -$694K 0.14% 75
2025
Q4 		$2.62M Sell
18,087
-6,693
-27% -$889K 0.27% 66
2025
Q3 		$3.3M Sell
24,780
-2,464
-9% -$349K 0.33% 58
2025
Q2 		$3.87M Buy
27,244
+5,344
+24% +$709K 0.38% 50
2025
Q1 		$3M Hold
21,900
– – 0.3% 56
2024
Q4 		$3.62M Sell
21,900
-15,300
-41% -$2.42M 0.35% 46
2024
Q3 		$4.65M Buy
37,200
+7,700
+26% +$889K 0.45% 37
2024
Q2 		$3.48M Sell
29,500
-200
-0.7% -$22.7K 0.34% 44
2024
Q1 		$3.34M Hold
29,700
– – 0.31% 45
2023
Q4 		$2.77M Buy
29,700
+13,000
+78% +$1.15M 0.28% 43
2023
Q3 		$1.5M Buy
16,700
+4,424
+36% +$372K 0.14% 70
2023
Q2 		$943K Buy
12,276
+6,475
+112% +$433K 0.08% 83
2023
Q1 		$366K Buy
5,801
+5,028
+650% +$337K 0.03% 121
2022
Q4 		$49.3K Buy
773
+20
+3% +$1.19K ﹤0.01% 128
2022
Q3 		$35K Buy
753
+42
+6% +$2.31K ﹤0.01% 146
2022
Q2 		$34K Buy
711
+116
+19% +$6.31K ﹤0.01% 152
2022
Q1 		$37K Buy
+595
New +$39.1K ﹤0.01% 155
2020
Q4 		– Sell
-184
Closed -$8K – 228
2020
Q3 		$8K Buy
+184
New +$8.85K ﹤0.01% 300
2013
Q4 		$620K Hold
19,600
– – 0.05% 327
2013
Q3 		$554K Hold
19,600
– – 0.04% 377
2013
Q2 		$472K Buy
+19,600
New +$484K 0.04% 385

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
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

Rational Advisors's APO Position: Q2 2026 in Review

Rational Advisors increased its Apollo Global Management (APO) stake by 0.22% in Q2 2026, buying an estimated $3.52K and bringing the position to 12,515 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #78.

Rational Advisors first reported a position in APO in Q2 2013 and has held it in 22 quarters since. The position peaked at $4.65M in Q3 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Rational Advisors held 12,515 shares of Apollo Global Management worth $1.48M as of Q2 2026.
  • Rational Advisors bought 28 Apollo Global Management shares in Q2 2026, an estimated $3.52K.
  • Apollo Global Management made up 0.14% of Rational Advisors's portfolio in Q2 2026, its #78 holding.
  • Rational Advisors first reported a position in Apollo Global Management in Q2 2013 and has held it in 22 quarters since.
  • Rational Advisors's Apollo Global Management position peaked at $4.65M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.