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

Carret 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 Q2	$592K	Buy	+5,000	New	+$629K	0.05%	210

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

Carret Asset Management's APO Position: Q2 2026 in Review

Carret Asset Management opened a new position in Apollo Global Management (APO) in Q2 2026: 5,000 shares worth $592K. The stake represents 0.05% of the portfolio and ranks #210 among its holdings.

1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Carret Asset Management held 5,000 shares of Apollo Global Management worth $592K as of Q2 2026.
Apollo Global Management was a new Carret Asset Management position in Q2 2026.
Apollo Global Management made up 0.05% of Carret Asset Management's portfolio in Q2 2026, its #210 holding.
1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Carret Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.