Cerity Partners’s Apollo Global Management APO Stock Holding History

Cerity Partners’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	$46M	Sell	388,650 -29,318	-7%	-$3.69M	0.06%	273
2026 Q1	$46.6M	Buy	417,968 +129,249	+45%	+$16M	0.07%	255
2025 Q4	$41.8M	Buy	288,719 +48,427	+20%	+$6.43M	0.06%	262
2025 Q3	$32M	Sell	240,292 -371	-0.2%	-$52.5K	0.05%	279
2025 Q2	$34.1M	Buy	240,663 +26,466	+12%	+$3.51M	0.06%	252
2025 Q1	$29.3M	Buy	214,197 +13,282	+7%	+$2.04M	0.06%	266
2024 Q4	$32.8M	Buy	200,915 +4,193	+2%	+$664K	0.07%	231
2024 Q3	$24.6M	Buy	196,722 +15,897	+9%	+$1.84M	0.05%	276
2024 Q2	$21.3M	Buy	180,825 +2,984	+2%	+$339K	0.06%	267
2024 Q1	$20M	Buy	177,841 +22,997	+15%	+$2.43M	0.05%	293
2023 Q4	$14.4M	Buy	154,844 +62,402	+68%	+$5.51M	0.05%	310
2023 Q3	$8.3M	Sell	92,442 -52,858	-36%	-$4.44M	0.04%	328
2023 Q2	$11.2M	Buy	145,300 +31,316	+27%	+$2.09M	0.04%	330
2023 Q1	$7.2M	Buy	113,984 +4,914	+5%	+$329K	0.02%	422
2022 Q4	$6.96M	Buy	109,070 +91,618	+525%	+$5.44M	0.04%	308
2022 Q3	$812K	Buy	+17,452	New	+$959K	0.01%	561

Other funds holding APO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VPM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cerity Partners's APO Position: Q2 2026 in Review

Cerity Partners reduced its Apollo Global Management (APO) stake by 7% in Q2 2026, selling an estimated $3.69M and leaving 388,650 shares worth $46M. The position accounts for 0.06% of the portfolio, ranked #273.

Cerity Partners first reported a position in APO in Q3 2022 and has held it in 16 quarters since. The position peaked at $46.6M in Q1 2026. 1,069 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Cerity Partners held 388,650 shares of Apollo Global Management worth $46M as of Q2 2026.
Cerity Partners sold 29,318 Apollo Global Management shares in Q2 2026, an estimated $3.69M.
Apollo Global Management made up 0.06% of Cerity Partners's portfolio in Q2 2026, its #273 holding.
Cerity Partners first reported a position in Apollo Global Management in Q3 2022 and has held it in 16 quarters since.
Cerity Partners's Apollo Global Management position peaked at $46.6M in Q1 2026.
1,069 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.