United Capital Financial Advisors’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $701K | Sell |
6,291
-1,526
| -20% | -$189K | ﹤0.01% | 909 |
|
|
2025
Q4 | $1.13M | Buy |
7,817
+1,377
| +21% | +$183K | 0.01% | 695 |
|
|
2025
Q3 | $858K | Sell |
6,440
-224
| -3% | -$31.7K | 0.01% | 689 |
|
|
2025
Q2 | $945K | Buy |
6,664
+1,044
| +19% | +$138K | 0.01% | 603 |
|
|
2025
Q1 | $770K | Buy |
5,620
+816
| +17% | +$125K | 0.01% | 629 |
|
|
2024
Q4 | $793K | Buy |
4,804
+184
| +4% | +$29.1K | 0.01% | 609 |
|
|
2024
Q3 | $577K | Sell |
4,620
-108
| -2% | -$12.5K | ﹤0.01% | 695 |
|
|
2024
Q2 | $558K | Sell |
4,728
-244
| -5% | -$27.7K | ﹤0.01% | 681 |
|
|
2024
Q1 | $559K | Sell |
4,972
-770
| -13% | -$81.3K | ﹤0.01% | 711 |
|
|
2023
Q4 | $535K | Buy |
5,742
+3,390
| +144% | +$299K | ﹤0.01% | 708 |
|
|
2023
Q3 | $211K | Buy |
+2,352
| New | +$198K | ﹤0.01% | 789 |
|
|
2023
Q2 | – | Sell |
-3,543
| Closed | -$224K | – | 894 |
|
|
2023
Q1 | $224K | Sell |
3,543
-9,758
| -73% | -$653K | ﹤0.01% | 900 |
|
|
2022
Q4 | $848K | Sell |
13,301
-497
| -4% | -$29.5K | ﹤0.01% | 651 |
|
|
2022
Q3 | $642K | Sell |
13,798
-725
| -5% | -$39.8K | ﹤0.01% | 706 |
|
|
2022
Q2 | $704K | Sell |
14,523
-5,558
| -28% | -$302K | ﹤0.01% | 709 |
|
|
2022
Q1 | $1.25M | Sell |
20,081
-2,362
| -11% | -$155K | 0.01% | 623 |
|
|
2021
Q4 | $1.63M | Sell |
22,443
-6,690
| -23% | -$483K | 0.01% | 580 |
|
|
2021
Q3 | $1.79M | Sell |
29,133
-7,703
| -21% | -$463K | 0.01% | 549 |
|
|
2021
Q2 | $2.29M | Sell |
36,836
-36,698
| -50% | -$2.04M | 0.01% | 509 |
|
|
2021
Q1 | $3.46M | Buy |
73,534
+24,595
| +50% | +$1.2M | 0.02% | 410 |
|
|
2020
Q4 | $2.4M | Buy |
48,939
+10,964
| +29% | +$489K | 0.01% | 468 |
|
|
2020
Q3 | $1.7M | Buy |
37,975
+8,867
| +30% | +$427K | 0.01% | 536 |
|
|
2020
Q2 | $1.45M | Buy |
29,108
+9,388
| +48% | +$412K | 0.01% | 581 |
|
|
2020
Q1 | $661K | Buy |
19,720
+6,147
| +45% | +$264K | 0.01% | 730 |
|
|
2019
Q4 | $648K | Sell |
13,573
-4,519
| -25% | -$193K | ﹤0.01% | 918 |
|
|
2019
Q3 | $684K | Sell |
18,092
-1,669
| -8% | -$60.7K | ﹤0.01% | 853 |
|
|
2019
Q2 | $678K | Sell |
19,761
-2,928
| -13% | -$93.1K | ﹤0.01% | 934 |
|
|
2019
Q1 | $641K | Sell |
22,689
-2,965
| -12% | -$84.3K | ﹤0.01% | 908 |
|
|
2018
Q4 | $630K | Sell |
25,654
-1,686
| -6% | -$48.4K | 0.01% | 839 |
|
|
2018
Q3 | $945K | Sell |
27,340
-3,792
| -12% | -$132K | 0.01% | 798 |
|
|
2018
Q2 | $992K | Sell |
31,132
-4,442
| -12% | -$136K | 0.01% | 767 |
|
|
2018
Q1 | $1.05M | Sell |
35,574
-7,066
| -17% | -$238K | 0.01% | 765 |
|
|
2017
Q4 | $1.43M | Sell |
42,640
-4,796
| -10% | -$150K | 0.01% | 695 |
|
|
2017
Q3 | $1.43M | Buy |
47,436
+810
| +2% | +$23.3K | 0.01% | 667 |
|
|
2017
Q2 | $1.23M | Buy |
+46,626
| New | +$1.24M | 0.01% | 707 |
|
Other funds holding APO
VCM
VPM
United Capital Financial Advisors's APO Position: Q1 2026 in Review
United Capital Financial Advisors reduced its Apollo Global Management (APO) stake by 20% in Q1 2026, selling an estimated $189K and leaving 6,291 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #909.
United Capital Financial Advisors first reported a position in APO in Q2 2017 and has held it in 35 quarters since. The position peaked at $3.46M in Q1 2021. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.
- United Capital Financial Advisors held 6,291 shares of Apollo Global Management worth $701K as of Q1 2026.
- United Capital Financial Advisors sold 1,526 Apollo Global Management shares in Q1 2026, an estimated $189K.
- Apollo Global Management made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #909 holding.
- United Capital Financial Advisors first reported a position in Apollo Global Management in Q2 2017 and has held it in 35 quarters since.
- United Capital Financial Advisors's Apollo Global Management position peaked at $3.46M in Q1 2021.
- 1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.