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Roxbury Financial’s Apollo Global Management APO Stock Holding History

Roxbury Financial’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 		$23.8K Sell
201
-668
-77% -$84K 0.02% 252
2026
Q1 		$96.8K Buy
+869
New +$108K 0.09% 140

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

Roxbury Financial's APO Position: Q2 2026 in Review

Roxbury Financial reduced its Apollo Global Management (APO) stake by 77% in Q2 2026, selling an estimated $84K and leaving 201 shares worth $23.8K. The position accounts for 0.02% of the portfolio, ranked #252.

Roxbury Financial first reported a position in APO in Q1 2026 and has held it in 2 quarters since. The position peaked at $96.8K in Q1 2026. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Roxbury Financial held 201 shares of Apollo Global Management worth $23.8K as of Q2 2026.
  • Roxbury Financial sold 668 Apollo Global Management shares in Q2 2026, an estimated $84K.
  • Apollo Global Management made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #252 holding.
  • Roxbury Financial first reported a position in Apollo Global Management in Q1 2026 and has held it in 2 quarters since.
  • Roxbury Financial's Apollo Global Management position peaked at $96.8K in Q1 2026.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.