AssetMark Inc
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AssetMark Inc’s Apollo Global Management APO Stock Holding History

AssetMark Inc’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 		$498K Buy
4,211
+149
+4% +$18.7K ﹤0.01% 1232
2026
Q1 		$453K Sell
4,062
-3,791
-48% -$470K ﹤0.01% 1177
2025
Q4 		$1.14M Sell
7,853
-2,409
-23% -$320K ﹤0.01% 989
2025
Q3 		$1.37M Sell
10,262
-74,561
-88% -$10.6M ﹤0.01% 909
2025
Q2 		$12M Buy
84,823
+8,691
+11% +$1.15M 0.03% 374
2025
Q1 		$10.4M Sell
76,132
-29,495
-28% -$4.54M 0.03% 356
2024
Q4 		$17.4M Buy
105,627
+897
+0.9% +$142K 0.05% 269
2024
Q3 		$13.1M Buy
104,730
+2,848
+3% +$329K 0.04% 294
2024
Q2 		$12M Buy
101,882
+16,482
+19% +$1.87M 0.04% 286
2024
Q1 		$9.6M Buy
85,400
+14,528
+20% +$1.53M 0.03% 306
2023
Q4 		$6.6M Sell
70,872
-3,092
-4% -$273K 0.02% 333
2023
Q3 		$6.64M Sell
73,964
-114
-0.2% -$9.58K 0.03% 308
2023
Q2 		$5.69M Sell
74,078
-4,640
-6% -$310K 0.02% 316
2023
Q1 		$4.97M Sell
78,718
-24,513
-24% -$1.64M 0.02% 316
2022
Q4 		$6.59M Buy
103,231
+27,971
+37% +$1.66M 0.03% 266
2022
Q3 		$3.5M Buy
75,260
+20,223
+37% +$1.11M 0.02% 305
2022
Q2 		$2.67M Buy
55,037
+24,179
+78% +$1.32M 0.01% 311
2022
Q1 		$1.91M Buy
30,858
+19,866
+181% +$1.31M 0.01% 357
2021
Q4 		$796K Buy
10,992
+10,825
+6,482% +$781K ﹤0.01% 444
2021
Q3 		$10K Buy
+167
New +$10K ﹤0.01% 1040
2019
Q1 		– Sell
-398
Closed -$10K – 1338
2018
Q4 		$10K Buy
398
+33
+9% +$947 ﹤0.01% 1009
2018
Q3 		$13K Hold
365
– – ﹤0.01% 1001
2018
Q2 		$12K Buy
365
+155
+74% +$4.74K ﹤0.01% 1007
2018
Q1 		$6K Buy
210
+140
+200% +$4.71K ﹤0.01% 1117
2017
Q4 		$2K Buy
+70
New +$2.19K ﹤0.01% 1418

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

AssetMark Inc's APO Position: Q2 2026 in Review

AssetMark Inc increased its Apollo Global Management (APO) stake by 3.7% in Q2 2026, buying an estimated $18.7K and bringing the position to 4,211 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

AssetMark Inc first reported a position in APO in Q4 2017 and has held it in 25 quarters since. The position peaked at $17.4M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • AssetMark Inc held 4,211 shares of Apollo Global Management worth $498K as of Q2 2026.
  • AssetMark Inc bought 149 Apollo Global Management shares in Q2 2026, an estimated $18.7K.
  • Apollo Global Management made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1232 holding.
  • AssetMark Inc first reported a position in Apollo Global Management in Q4 2017 and has held it in 25 quarters since.
  • AssetMark Inc's Apollo Global Management position peaked at $17.4M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.