Brinker Capital Investments’s Apollo Global Management APO Stock Holding History

Brinker Capital 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	$1.04M	Sell	8,805 -145	-2%	-$18.2K	0.01%	1138
2026 Q1	$997K	Sell	8,950 -1,235	-12%	-$153K	0.01%	1115
2025 Q4	$1.47M	Sell	10,185 -1,744	-15%	-$232K	0.01%	1012
2025 Q3	$1.59M	Sell	11,929 -1,340	-10%	-$190K	0.01%	965
2025 Q2	$1.88M	Buy	13,269 +480	+4%	+$63.7K	0.02%	813
2025 Q1	$1.75M	Sell	12,789 -487	-4%	-$74.9K	0.02%	778
2024 Q4	$2.19M	Buy	13,276 +485	+4%	+$76.8K	0.02%	648
2024 Q3	$1.6M	Buy	12,791 +388	+3%	+$44.8K	0.02%	808
2024 Q2	$1.46M	Buy	12,403 +217	+2%	+$24.6K	0.02%	795
2024 Q1	$1.37M	Buy	12,186 +4,111	+51%	+$434K	0.01%	843
2023 Q4	$778K	Buy	8,075 +5,438	+206%	+$480K	0.01%	1048
2023 Q3	$237K	Buy	2,637 +26	+1%	+$2.19K	﹤0.01%	1485
2023 Q2	$201K	Buy	+2,611	New	+$175K	﹤0.01%	1558

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

Brinker Capital Investments's APO Position: Q2 2026 in Review

Brinker Capital Investments reduced its Apollo Global Management (APO) stake by 1.6% in Q2 2026, selling an estimated $18.2K and leaving 8,805 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1138.

Brinker Capital Investments first reported a position in APO in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.19M in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Brinker Capital Investments held 8,805 shares of Apollo Global Management worth $1.04M as of Q2 2026.
Brinker Capital Investments sold 145 Apollo Global Management shares in Q2 2026, an estimated $18.2K.
Apollo Global Management made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1138 holding.
Brinker Capital Investments first reported a position in Apollo Global Management in Q2 2023 and has held it in 13 quarters since.
Brinker Capital Investments's Apollo Global Management position peaked at $2.19M in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.