Cary Street Partners Investment Advisory’s Apollo Global Management APO Stock Holding History

Cary Street Partners Investment Advisory’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	$138K	Buy	1,164 +489	+72%	+$61.5K	0.03%	446
2026 Q1	$75.2K	Buy	675 +233	+53%	+$28.9K	0.02%	496
2025 Q4	$64K	Buy	442 +143	+48%	+$19K	0.02%	484
2025 Q3	$39.8K	Buy	299 +47	+19%	+$6.65K	0.02%	463
2025 Q2	$35.8K	Buy	252 +77	+44%	+$10.2K	0.02%	432
2025 Q1	$24K	Buy	175 +165	+1,650%	+$25.4K	0.01%	429
2024 Q4	$1.65K	Sell	10 -5,841	-100%	-$925K	﹤0.01%	489
2024 Q3	$731K	Buy	5,851 +15	+0.3%	+$1.73K	0.03%	419
2024 Q2	$689K	Buy	5,836 +84	+1%	+$9.53K	0.03%	401
2024 Q1	$647K	Buy	5,752 +1,008	+21%	+$106K	0.03%	402
2023 Q4	$442K	Hold	4,744	–	–	0.02%	443
2023 Q3	$426K	Buy	4,744 +4,064	+598%	+$342K	0.02%	422
2023 Q2	$52.2K	Buy	680 +500	+278%	+$33.4K	﹤0.01%	804
2023 Q1	$11.4K	Hold	180	–	–	﹤0.01%	1110
2022 Q4	$11.5K	Sell	180 -300	-63%	-$17.8K	﹤0.01%	1114
2022 Q3	$22K	Hold	480	–	–	﹤0.01%	497
2022 Q2	$23K	Buy	+480	New	+$26.1K	﹤0.01%	540
2020 Q4	–	Sell	-310	Closed	-$14K	–	376
2020 Q3	$14K	Buy	+310	New	+$14.9K	﹤0.01%	713

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Cary Street Partners Investment Advisory's APO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Apollo Global Management (APO) stake by 72% in Q2 2026, buying an estimated $61.5K and bringing the position to 1,164 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #446.

Cary Street Partners Investment Advisory first reported a position in APO in Q3 2020 and has held it in 18 quarters since. The position peaked at $731K in Q3 2024. 631 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Cary Street Partners Investment Advisory held 1,164 shares of Apollo Global Management worth $138K as of Q2 2026.
Cary Street Partners Investment Advisory bought 489 Apollo Global Management shares in Q2 2026, an estimated $61.5K.
Apollo Global Management made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #446 holding.
Cary Street Partners Investment Advisory first reported a position in Apollo Global Management in Q3 2020 and has held it in 18 quarters since.
Cary Street Partners Investment Advisory's Apollo Global Management position peaked at $731K in Q3 2024.
631 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.