Baird Financial Group
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Baird Financial Group’s Apollo Global Management APO Stock Holding History

Baird Financial Group’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 		$3.52M Sell
29,790
-1,414
-5% -$178K ﹤0.01% 899
2026
Q1 		$3.48M Sell
31,204
-60,596
-66% -$7.51M 0.01% 856
2025
Q4 		$13.3M Buy
91,800
+78,809
+607% +$10.5M 0.02% 468
2025
Q3 		$1.73M Sell
12,991
-3,127
-19% -$443K ﹤0.01% 1100
2025
Q2 		$2.29M Buy
16,118
+8,709
+118% +$1.15M ﹤0.01% 971
2025
Q1 		$1.01M Buy
7,409
+1,957
+36% +$301K ﹤0.01% 1173
2024
Q4 		$900K Buy
5,452
+1,238
+29% +$196K ﹤0.01% 1212
2024
Q3 		$526K Sell
4,214
-725
-15% -$83.7K ﹤0.01% 1365
2024
Q2 		$583K Sell
4,939
-75
-1% -$8.51K ﹤0.01% 1331
2024
Q1 		$564K Hold
5,014
– – ﹤0.01% 1344
2023
Q4 		$467K Sell
5,014
-2,686
-35% -$237K ﹤0.01% 1373
2023
Q3 		$691K Buy
7,700
+448
+6% +$37.7K ﹤0.01% 1216
2023
Q2 		$557K Buy
7,252
+36
+0.5% +$2.41K ﹤0.01% 1298
2023
Q1 		$456K Sell
7,216
-3
-0% -$201 ﹤0.01% 1353
2022
Q4 		$460K Sell
7,219
-515
-7% -$30.6K ﹤0.01% 1318
2022
Q3 		$360K Buy
7,734
+329
+4% +$18.1K ﹤0.01% 1400
2022
Q2 		$359K Buy
7,405
+623
+9% +$33.9K ﹤0.01% 1473
2022
Q1 		$420K Buy
6,782
+3,730
+122% +$245K ﹤0.01% 1485
2021
Q4 		$221K Sell
3,052
-829
-21% -$59.8K ﹤0.01% 1787
2021
Q3 		$239K Sell
3,881
-101
-3% -$6.07K ﹤0.01% 1748
2021
Q2 		$248K Buy
+3,982
New +$221K ﹤0.01% 1625
2016
Q4 		– Sell
-19,723
Closed -$354K – 1192
2016
Q3 		$354K Buy
19,723
+3,042
+18% +$53.4K ﹤0.01% 1018
2016
Q2 		$253K Buy
16,681
+934
+6% +$15.3K ﹤0.01% 1081
2016
Q1 		$270K Sell
15,747
-2,982
-16% -$44.7K ﹤0.01% 1075
2015
Q4 		$284K Sell
18,729
-2,184
-10% -$37.3K ﹤0.01% 1081
2015
Q3 		$359K Buy
20,913
+57
+0.3% +$1.14K ﹤0.01% 1008
2015
Q2 		$462K Buy
+20,856
New +$458K ﹤0.01% 984

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

Baird Financial Group's APO Position: Q2 2026 in Review

Baird Financial Group reduced its Apollo Global Management (APO) stake by 4.5% in Q2 2026, selling an estimated $178K and leaving 29,790 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Baird Financial Group first reported a position in APO in Q2 2015 and has held it in 27 quarters since. The position peaked at $13.3M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Baird Financial Group held 29,790 shares of Apollo Global Management worth $3.52M as of Q2 2026.
  • Baird Financial Group sold 1,414 Apollo Global Management shares in Q2 2026, an estimated $178K.
  • Apollo Global Management made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #899 holding.
  • Baird Financial Group first reported a position in Apollo Global Management in Q2 2015 and has held it in 27 quarters since.
  • Baird Financial Group's Apollo Global Management position peaked at $13.3M in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.