Valley National Advisers’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
Q2 | $1.05M | Sell |
8,862
-1,486
| -14% | -$187K | 0.12% | 133 |
|
|
2026
Q1 | $1.15M | Sell |
10,348
-363
| -3% | -$45K | 0.15% | 131 |
|
|
2025
Q4 | $1.55M | Sell |
10,711
-320
| -3% | -$42.5K | 0.21% | 107 |
|
|
2025
Q3 | $1.47M | Sell |
11,031
-96
| -0.9% | -$13.6K | 0.23% | 107 |
|
|
2025
Q2 | $1.58M | Sell |
11,127
-105
| -0.9% | -$13.9K | 0.26% | 101 |
|
|
2025
Q1 | $1.54M | Sell |
11,232
-62
| -0.5% | -$9.53K | 0.28% | 97 |
|
|
2024
Q4 | $1.86M | Buy |
11,294
+154
| +1% | +$24.4K | 0.33% | 76 |
|
|
2024
Q3 | $1.39M | Sell |
11,140
-284
| -2% | -$32.8K | 0.25% | 107 |
|
|
2024
Q2 | $1.35M | Sell |
11,424
-95
| -0.8% | -$10.8K | 0.2% | 100 |
|
|
2024
Q1 | $1.29M | Buy |
11,519
+104
| +0.9% | +$11K | 0.2% | 102 |
|
|
2023
Q4 | $1.06M | Buy |
11,415
+551
| +5% | +$48.6K | 0.17% | 111 |
|
|
2023
Q3 | $975K | Sell |
10,864
-1,252
| -10% | -$105K | 0.17% | 106 |
|
|
2023
Q2 | $931K | Hold |
12,116
| – | – | 0.16% | 114 |
|
|
2023
Q1 | $767K | Hold |
12,116
| – | – | 0.13% | 126 |
|
|
2022
Q4 | $820K | Hold |
12,116
| – | – | 0.15% | 120 |
|
|
2022
Q3 | $609K | Sell |
12,116
-79
| -0.6% | -$4.34K | 0.13% | 140 |
|
|
2022
Q2 | $638K | Sell |
12,195
-91
| -0.7% | -$4.95K | 0.13% | 132 |
|
|
2022
Q1 | $762K | Buy |
12,286
+800
| +7% | +$52.6K | 0.15% | 136 |
|
|
2021
Q4 | $832K | Hold |
11,486
| – | – | 0.15% | 128 |
|
|
2021
Q3 | $707K | Hold |
11,486
| – | – | 0.13% | 136 |
|
|
2021
Q2 | $714K | Sell |
11,486
-470
| -4% | -$26.1K | 0.13% | 134 |
|
|
2021
Q1 | $562K | Hold |
11,956
| – | – | 0.11% | 143 |
|
|
2020
Q4 | $586K | Hold |
11,956
| – | – | 0.12% | 131 |
|
|
2020
Q3 | $535K | Hold |
11,956
| – | – | 0.12% | 123 |
|
|
2020
Q2 | $597K | Sell |
11,956
-1,090
| -8% | -$47.8K | 0.14% | 103 |
|
|
2020
Q1 | $437K | Sell |
13,046
-424
| -3% | -$18.2K | 0.12% | 118 |
|
|
2019
Q4 | $643K | Hold |
13,470
| – | – | 0.16% | 110 |
|
|
2019
Q3 | $509K | Buy |
+13,470
| New | +$490K | 0.14% | 114 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 123 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 129 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 130 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 94 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 97 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 101 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 91 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 99 |
|
Other funds holding APO
CS
MG
OCP
JIC
SS
Valley National Advisers's APO Position: Q2 2026 in Review
Valley National Advisers reduced its Apollo Global Management (APO) stake by 14% in Q2 2026, selling an estimated $187K and leaving 8,862 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #133.
Valley National Advisers first reported a position in APO in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.86M in Q4 2024. 442 funds tracked by Wall St. Rank hold APO as of Q2 2026.
- Valley National Advisers held 8,862 shares of Apollo Global Management worth $1.05M as of Q2 2026.
- Valley National Advisers sold 1,486 Apollo Global Management shares in Q2 2026, an estimated $187K.
- Apollo Global Management made up 0.12% of Valley National Advisers's portfolio in Q2 2026, its #133 holding.
- Valley National Advisers first reported a position in Apollo Global Management in Q3 2019 and has held it in 28 quarters since.
- Valley National Advisers's Apollo Global Management position peaked at $1.86M in Q4 2024.
- 442 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.