Aureus Asset Management’s Apollo Global Management APO Stock Holding History

Aureus Asset Management’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 Q1	$27.4M	Buy	246,353 +59,154	+32%	+$7.33M	1.83%	23
2025 Q4	$27.1M	Buy	187,199 +13,754	+8%	+$1.83M	1.73%	22
2025 Q3	$23.1M	Buy	173,445 +22,137	+15%	+$3.13M	1.51%	27
2025 Q2	$21.5M	Buy	+151,308	New	+$20.1M	1.37%	27

Other funds holding APO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aureus Asset Management's APO Position: Q1 2026 in Review

Aureus Asset Management increased its Apollo Global Management (APO) stake by 32% in Q1 2026, buying an estimated $7.33M and bringing the position to 246,353 shares worth $27.4M. The position accounts for 1.83% of the portfolio, ranked #23.

Aureus Asset Management first reported a position in APO in Q2 2025 and has held it in 4 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Aureus Asset Management held 246,353 shares of Apollo Global Management worth $27.4M as of Q1 2026.
Aureus Asset Management bought 59,154 Apollo Global Management shares in Q1 2026, an estimated $7.33M.
Apollo Global Management made up 1.83% of Aureus Asset Management's portfolio in Q1 2026, its #23 holding.
Aureus Asset Management first reported a position in Apollo Global Management in Q2 2025 and has held it in 4 quarters since.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.