Atria Investments’s Apollo Global Management APO Stock Holding History

Atria Investments’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	$3.99M	Buy	33,715 +9,969	+42%	+$1.25M	0.04%	462
2026 Q1	$2.65M	Buy	23,746 +2,675	+13%	+$332K	0.03%	585
2025 Q4	$3.05M	Sell	21,071 -8,120	-28%	-$1.08M	0.03%	554
2025 Q3	$3.89M	Sell	29,191 -1,333	-4%	-$189K	0.04%	469
2025 Q2	$4.33M	Sell	30,524 -208	-0.7%	-$27.6K	0.05%	426
2025 Q1	$4.21M	Buy	30,732 +13,280	+76%	+$2.04M	0.05%	422
2024 Q4	$2.88M	Sell	17,452 -2,046	-10%	-$324K	0.04%	539
2024 Q3	$2.44M	Buy	19,498 +10,315	+112%	+$1.19M	0.03%	601
2024 Q2	$1.08M	Buy	+9,183	New	+$1.04M	0.01%	896
2023 Q1	–	Sell	-17,833	Closed	-$1.14M	–	816
2022 Q4	$1.14M	Sell	17,833 -6,691	-27%	-$397K	0.02%	715
2022 Q3	$1.14M	Buy	24,524 +100	+0.4%	+$5.49K	0.03%	680
2022 Q2	$1.18M	Buy	+24,424	New	+$1.33M	0.02%	687

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

Atria Investments's APO Position: Q2 2026 in Review

Atria Investments increased its Apollo Global Management (APO) stake by 42% in Q2 2026, buying an estimated $1.25M and bringing the position to 33,715 shares worth $3.99M. The position accounts for 0.04% of the portfolio, ranked #462.

Atria Investments first reported a position in APO in Q2 2022 and has held it in 12 quarters since. The position peaked at $4.33M in Q2 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Atria Investments held 33,715 shares of Apollo Global Management worth $3.99M as of Q2 2026.
Atria Investments bought 9,969 Apollo Global Management shares in Q2 2026, an estimated $1.25M.
Apollo Global Management made up 0.04% of Atria Investments's portfolio in Q2 2026, its #462 holding.
Atria Investments first reported a position in Apollo Global Management in Q2 2022 and has held it in 12 quarters since.
Atria Investments's Apollo Global Management position peaked at $4.33M in Q2 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.