Sage Investment Counsel’s Apollo Global Management APO Stock Holding History

Sage Investment Counsel’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	$354K	Hold	2,990	–	–	0.35%	70
2026 Q1	$333K	Hold	2,990	–	–	0.37%	72
2025 Q4	$433K	Buy	2,990 +46	+2%	+$6.11K	0.48%	61
2025 Q3	$392K	Buy	2,944 +354	+14%	+$50.1K	0.43%	63
2025 Q2	$367K	Hold	2,590	–	–	0.43%	62
2025 Q1	$355K	Sell	2,590 -500	-16%	-$76.9K	0.45%	69
2024 Q4	$510K	Buy	+3,090	New	+$489K	0.67%	43

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

Sage Investment Counsel's APO Position: Q2 2026 in Review

Sage Investment Counsel held its Apollo Global Management (APO) position steady in Q2 2026 at 2,990 shares worth $354K. The position accounts for 0.35% of the portfolio, ranked #70.

Sage Investment Counsel first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $510K in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Sage Investment Counsel held 2,990 shares of Apollo Global Management worth $354K as of Q2 2026.
Sage Investment Counsel left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.35% of Sage Investment Counsel's portfolio in Q2 2026, its #70 holding.
Sage Investment Counsel first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's Apollo Global Management position peaked at $510K in Q4 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.