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YHB Investment Advisors’s Apollo Global Management APO Stock Holding History

YHB Investment 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
Q3 		$1.34M Sell
11,540
-647
-5% -$82.1K 0.08% 145
2026
Q2 		$1.44M Sell
12,187
-170
-1% -$21.4K 0.09% 145
2026
Q1 		$1.38M Buy
12,357
+318
+3% +$39.4K 0.1% 144
2025
Q4 		$1.74M Sell
12,039
-338
-3% -$44.9K 0.12% 134
2025
Q3 		$1.65M Buy
12,377
+548
+5% +$77.6K 0.12% 131
2025
Q2 		$1.68M Buy
11,829
+1,147
+11% +$152K 0.13% 131
2025
Q1 		$1.46M Buy
10,682
+2,473
+30% +$380K 0.12% 137
2024
Q4 		$1.36M Buy
8,209
+711
+9% +$113K 0.11% 138
2024
Q3 		$937K Buy
7,498
+524
+8% +$60.5K 0.08% 154
2024
Q2 		$823K Buy
6,974
+1,151
+20% +$131K 0.07% 158
2024
Q1 		$655K Buy
5,823
+1,453
+33% +$153K 0.06% 176
2023
Q4 		$407K Buy
+4,370
New +$386K 0.04% 202

Other funds holding APO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

YHB Investment Advisors's APO Position: Q3 2026 in Review

YHB Investment Advisors reduced its Apollo Global Management (APO) stake by 5.3% in Q3 2026, selling an estimated $82.1K and leaving 11,540 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #145.

YHB Investment Advisors first reported a position in APO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q4 2025. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • YHB Investment Advisors held 11,540 shares of Apollo Global Management worth $1.34M as of Q3 2026.
  • YHB Investment Advisors sold 647 Apollo Global Management shares in Q3 2026, an estimated $82.1K.
  • Apollo Global Management made up 0.08% of YHB Investment Advisors's portfolio in Q3 2026, its #145 holding.
  • YHB Investment Advisors first reported a position in Apollo Global Management in Q4 2023 and has held it in 12 quarters since.
  • YHB Investment Advisors's Apollo Global Management position peaked at $1.74M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.