Bradley Foster & Sargent’s Apollo Global Management APO Stock Holding History

Bradley Foster & Sargent’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	$262K	Buy	2,217 +132	+6%	+$16.6K	﹤0.01%	497
2026 Q1	$232K	Sell	2,085 -415	-17%	-$51.4K	﹤0.01%	501
2025 Q4	$362K	Sell	2,500 -350	-12%	-$46.5K	0.01%	436
2025 Q3	$380K	Hold	2,850	–	–	0.01%	432
2025 Q2	$404K	Sell	2,850 -3	-0.1%	-$398	0.01%	418
2025 Q1	$391K	Sell	2,853 -50	-2%	-$7.69K	0.01%	368
2024 Q4	$479K	Hold	2,903	–	–	0.01%	362
2024 Q3	$363K	Hold	2,903	–	–	0.01%	394
2024 Q2	$343K	Sell	2,903 -75	-3%	-$8.51K	0.01%	393
2024 Q1	$335K	Hold	2,978	–	–	0.01%	388
2023 Q4	$278K	Sell	2,978 -640	-18%	-$56.5K	0.01%	397
2023 Q3	$278K	Hold	3,618	–	–	0.01%	396
2023 Q2	$278K	Hold	3,618	–	–	0.01%	396
2023 Q1	$229K	Hold	3,618	–	–	0.01%	407
2022 Q4	$231K	Buy	+3,618	New	+$215K	0.01%	400
2022 Q2	–	Sell	-3,890	Closed	-$241K	–	438
2022 Q1	$241K	Buy	+3,890	New	+$256K	0.01%	430

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 $3.37T AUM 44.26% 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

Bradley Foster & Sargent's APO Position: Q2 2026 in Review

Bradley Foster & Sargent increased its Apollo Global Management (APO) stake by 6.3% in Q2 2026, buying an estimated $16.6K and bringing the position to 2,217 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Bradley Foster & Sargent first reported a position in APO in Q1 2022 and has held it in 16 quarters since. The position peaked at $479K in Q4 2024. 1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Bradley Foster & Sargent held 2,217 shares of Apollo Global Management worth $262K as of Q2 2026.
Bradley Foster & Sargent bought 132 Apollo Global Management shares in Q2 2026, an estimated $16.6K.
Apollo Global Management made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #497 holding.
Bradley Foster & Sargent first reported a position in Apollo Global Management in Q1 2022 and has held it in 16 quarters since.
Bradley Foster & Sargent's Apollo Global Management position peaked at $479K in Q4 2024.
1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.