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Spinnaker Investment Group’s Apollo Global Management APO Stock Holding History

Spinnaker Investment 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
Q2 		$215K Buy
1,818
+17
+0.9% +$2.14K 0.03% 169
2026
Q1 		$201K Sell
1,801
-34
-2% -$4.21K 0.04% 143
2025
Q4 		$266K Buy
+1,835
New +$244K 0.05% 138

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

Spinnaker Investment Group's APO Position: Q2 2026 in Review

Spinnaker Investment Group increased its Apollo Global Management (APO) stake by 0.94% in Q2 2026, buying an estimated $2.14K and bringing the position to 1,818 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #169.

Spinnaker Investment Group first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $266K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Spinnaker Investment Group held 1,818 shares of Apollo Global Management worth $215K as of Q2 2026.
  • Spinnaker Investment Group bought 17 Apollo Global Management shares in Q2 2026, an estimated $2.14K.
  • Apollo Global Management made up 0.03% of Spinnaker Investment Group's portfolio in Q2 2026, its #169 holding.
  • Spinnaker Investment Group first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • Spinnaker Investment Group's Apollo Global Management position peaked at $266K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.