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Aspen Grove Capital’s Apollo Global Management APO Stock Holding History

Aspen Grove Capital’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 		$275K Buy
2,328
+6
+0.3% +$754 0.04% 171
2026
Q1 		$259K Sell
2,322
-460
-17% -$57K 0.05% 159
2025
Q4 		$403K Buy
2,782
+8
+0.3% +$1.06K 0.07% 111
2025
Q3 		$370K Sell
2,774
-724
-21% -$102K 0.06% 118
2025
Q2 		$496K Buy
3,498
+670
+24% +$88.8K 0.08% 113
2025
Q1 		$387K Buy
+2,828
New +$435K 0.07% 135

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Aspen Grove Capital's APO Position: Q2 2026 in Review

Aspen Grove Capital increased its Apollo Global Management (APO) stake by 0.26% in Q2 2026, buying an estimated $754 and bringing the position to 2,328 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #171.

Aspen Grove Capital first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $496K in Q2 2025. 1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Aspen Grove Capital held 2,328 shares of Apollo Global Management worth $275K as of Q2 2026.
  • Aspen Grove Capital bought 6 Apollo Global Management shares in Q2 2026, an estimated $754.
  • Apollo Global Management made up 0.04% of Aspen Grove Capital's portfolio in Q2 2026, its #171 holding.
  • Aspen Grove Capital first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
  • Aspen Grove Capital's Apollo Global Management position peaked at $496K in Q2 2025.
  • 1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.