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Sequoia Financial Advisors’s Apollo Global Management APO Stock Holding History

Sequoia Financial 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 		$8.94M Buy
75,576
+1,961
+3% +$247K 0.04% 244
2026
Q1 		$8.2M Sell
73,615
-4,151
-5% -$515K 0.05% 234
2025
Q4 		$11.3M Buy
77,766
+2,923
+4% +$388K 0.06% 191
2025
Q3 		$9.97M Buy
74,843
+58
+0.1% +$8.21K 0.06% 199
2025
Q2 		$10.6M Buy
74,785
+649
+0.9% +$86.1K 0.07% 184
2025
Q1 		$10.2M Buy
74,136
+30,967
+72% +$4.76M 0.08% 188
2024
Q4 		$7.13M Buy
43,169
+14,191
+49% +$2.25M 0.07% 213
2024
Q3 		$3.62M Buy
28,978
+25,575
+752% +$2.95M 0.04% 264
2024
Q2 		$402K Buy
3,403
+179
+6% +$20.3K ﹤0.01% 774
2024
Q1 		$363K Buy
3,224
+579
+22% +$61.1K ﹤0.01% 795
2023
Q4 		$247K Buy
+2,645
New +$234K ﹤0.01% 1011

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

Sequoia Financial Advisors's APO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Apollo Global Management (APO) stake by 2.7% in Q2 2026, buying an estimated $247K and bringing the position to 75,576 shares worth $8.94M. The position accounts for 0.04% of the portfolio, ranked #244.

Sequoia Financial Advisors first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q4 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Sequoia Financial Advisors held 75,576 shares of Apollo Global Management worth $8.94M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,961 Apollo Global Management shares in Q2 2026, an estimated $247K.
  • Apollo Global Management made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #244 holding.
  • Sequoia Financial Advisors first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Apollo Global Management position peaked at $11.3M in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.