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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
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

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

YHB Investment Advisors's APO Position: Q2 2026 in Review

YHB Investment Advisors reduced its Apollo Global Management (APO) stake by 1.4% in Q2 2026, selling an estimated $21.4K and leaving 12,187 shares worth $1.44M. The position accounts for 0.09% of the portfolio, ranked #145.

YHB Investment Advisors first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • YHB Investment Advisors held 12,187 shares of Apollo Global Management worth $1.44M as of Q2 2026.
  • YHB Investment Advisors sold 170 Apollo Global Management shares in Q2 2026, an estimated $21.4K.
  • Apollo Global Management made up 0.09% of YHB Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • YHB Investment Advisors first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
  • YHB Investment Advisors's Apollo Global Management position peaked at $1.74M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.