AssetMark Inc
APO icon

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
Q3 		$485K Sell
4,181
-30
-0.7% -$3.81K ﹤0.01% 1256
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% -$9.6K 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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's APO Position: Q3 2026 in Review

AssetMark Inc reduced its Apollo Global Management (APO) stake by 0.71% in Q3 2026, selling an estimated $3.81K and leaving 4,181 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

AssetMark Inc first reported a position in APO in Q4 2017 and has held it in 26 quarters since. The position peaked at $17.4M in Q4 2024. 537 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • AssetMark Inc held 4,181 shares of Apollo Global Management worth $485K as of Q3 2026.
  • AssetMark Inc sold 30 Apollo Global Management shares in Q3 2026, an estimated $3.81K.
  • Apollo Global Management made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1256 holding.
  • AssetMark Inc first reported a position in Apollo Global Management in Q4 2017 and has held it in 26 quarters since.
  • AssetMark Inc's Apollo Global Management position peaked at $17.4M in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.