Annis Gardner Whiting Capital Advisors’s Apollo Global Management APO Stock Holding History

Annis Gardner Whiting 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	$382K	Buy	3,227 +98	+3%	+$12.3K	0.06%	246
2026 Q1	$349K	Sell	3,129 -98	-3%	-$12.1K	0.06%	235
2025 Q4	$467K	Buy	3,227 +3,057	+1,798%	+$406K	0.09%	186
2025 Q3	$22.7K	Buy	170 +31	+22%	+$4.39K	﹤0.01%	594
2025 Q2	$19.7K	Buy	139 +82	+144%	+$10.9K	0.01%	574
2025 Q1	$7.81K	Sell	57 -10	-15%	-$1.54K	﹤0.01%	575
2024 Q4	$11.1K	Buy	67 +10	+18%	+$1.58K	﹤0.01%	522
2024 Q3	$7.12K	Hold	57	–	–	﹤0.01%	595
2024 Q2	$6.73K	Hold	57	–	–	﹤0.01%	735
2024 Q1	$6.41K	Hold	57	–	–	﹤0.01%	732
2023 Q4	$5.31K	Hold	57	–	–	﹤0.01%	542
2023 Q3	$5.12K	Buy	+57	New	+$4.79K	﹤0.01%	525

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's APO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Apollo Global Management (APO) stake by 3.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 3,227 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #246.

Annis Gardner Whiting Capital Advisors first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $467K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 3,227 shares of Apollo Global Management worth $382K as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 98 Apollo Global Management shares in Q2 2026, an estimated $12.3K.
Apollo Global Management made up 0.06% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #246 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's Apollo Global Management position peaked at $467K in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.