Verdence Capital Advisors’s Apollo Global Management APO Stock Holding History

Verdence Capital 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	$6.04M	Sell	51,077 -1,143	-2%	-$144K	0.32%	72
2026 Q1	$5.82M	Sell	52,220 -1,305	-2%	-$162K	0.34%	61
2025 Q4	$7.75M	Sell	53,525 -526	-1%	-$69.9K	0.46%	45
2025 Q3	$6.83M	Buy	54,051 +5,334	+11%	+$755K	0.39%	57
2025 Q2	$6.91M	Buy	48,717 +8,652	+22%	+$1.15M	0.47%	47
2025 Q1	$5.49M	Buy	40,065 +9,997	+33%	+$1.54M	0.42%	58
2024 Q4	$4.97M	Buy	30,068 +527	+2%	+$83.5K	0.4%	57
2024 Q3	$3.69M	Buy	+29,541	New	+$3.41M	0.29%	84

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Verdence Capital Advisors's APO Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Apollo Global Management (APO) stake by 2.2% in Q2 2026, selling an estimated $144K and leaving 51,077 shares worth $6.04M. The position accounts for 0.32% of the portfolio, ranked #72.

Verdence Capital Advisors first reported a position in APO in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.75M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Verdence Capital Advisors held 51,077 shares of Apollo Global Management worth $6.04M as of Q2 2026.
Verdence Capital Advisors sold 1,143 Apollo Global Management shares in Q2 2026, an estimated $144K.
Apollo Global Management made up 0.32% of Verdence Capital Advisors's portfolio in Q2 2026, its #72 holding.
Verdence Capital Advisors first reported a position in Apollo Global Management in Q3 2024 and has held it in 8 quarters since.
Verdence Capital Advisors's Apollo Global Management position peaked at $7.75M in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.