Cerity Partners
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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 		$82.8K Hold
700
– – ﹤0.01% 3240
2026
Q1 		$78K Buy
+700
New +$86.8K ﹤0.01% 3053

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

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. 1,181 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.
  • 1,181 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.