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

Anchor 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	–	Sell	-12,662	Closed	-$1.41M	–	246
2026 Q1	$1.41M	Sell	12,662 -4,367	-26%	-$541K	0.04%	151
2025 Q4	$2.47M	Sell	17,029 -1,120	-6%	-$149K	0.07%	120
2025 Q3	$2.42M	Sell	18,149 -257	-1%	-$36.4K	0.07%	126
2025 Q2	$2.61M	Sell	18,406 -75,293	-80%	-$9.98M	0.08%	123
2025 Q1	$12.8M	Sell	93,699 -4,873	-5%	-$749K	0.38%	88
2024 Q4	$16.3M	Sell	98,572 -4,769	-5%	-$755K	0.46%	77
2024 Q3	$12.9M	Sell	103,341 -1,839	-2%	-$212K	0.34%	96
2024 Q2	$12.4M	Buy	+105,180	New	+$11.9M	0.35%	99

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

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

Anchor Capital Advisors sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 12,662 shares — an estimated $1.41M sold.

Anchor Capital Advisors first reported a position in APO in Q2 2024 and held it in 8 quarters. The position peaked at $16.3M in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Anchor Capital Advisors reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
Anchor Capital Advisors sold 12,662 Apollo Global Management shares in Q2 2026, an estimated $1.41M.
Anchor Capital Advisors first reported a position in Apollo Global Management in Q2 2024 and held it in 8 quarters.
Anchor Capital Advisors's Apollo Global Management position peaked at $16.3M in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.