Conning Inc’s Apollo Global Management APO Stock Holding History

Conning Inc’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	–	Sell	-1,895	Closed	-$211K	–	329
2026 Q1	$211K	Sell	1,895 -297	-14%	-$36.8K	0.01%	301
2025 Q4	$317K	Buy	2,192 +54	+3%	+$7.17K	0.01%	283
2025 Q3	$285K	Hold	2,138	–	–	0.01%	304
2025 Q2	$303K	Buy	2,138 +368	+21%	+$48.8K	0.01%	292
2025 Q1	$242K	Buy	+1,770	New	+$272K	0.01%	318
2021 Q1	–	Sell	-10,000	Closed	-$270K	–	476
2020 Q4	$270K	Buy	+10,000	New	+$446K	0.01%	400
2019 Q4	–	Sell	-10,000	Closed	-$267K	–	482
2019 Q3	$267K	Buy	+10,000	New	+$364K	0.01%	420
2017 Q4	–	Sell	-13,014	Closed	-$392K	–	599
2017 Q3	$392K	Hold	13,014	–	–	0.01%	444
2017 Q2	$344K	Sell	13,014 -13,014	-50%	-$347K	0.01%	466
2017 Q1	$633K	Hold	26,028	–	–	0.02%	350
2016 Q4	$504K	Hold	26,028	–	–	0.02%	383
2016 Q3	$467K	Hold	26,028	–	–	0.02%	410
2016 Q2	$394K	Hold	26,028	–	–	0.02%	422
2016 Q1	$446K	Hold	26,028	–	–	0.02%	386
2015 Q4	$395K	Hold	26,028	–	–	0.02%	417
2015 Q3	$447K	Hold	26,028	–	–	0.02%	370
2015 Q2	$577K	Hold	26,028	–	–	0.02%	361
2015 Q1	$562K	Hold	26,028	–	–	0.02%	365
2014 Q4	$614K	Hold	26,028	–	–	0.03%	344
2014 Q3	$621K	Buy	+26,028	New	+$651K	0.03%	328

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

Conning Inc's APO Position: Q2 2026 in Review

Conning Inc sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 1,895 shares — an estimated $211K sold.

Conning Inc first reported a position in APO in Q3 2014 and held it in 20 quarters. The position peaked at $633K in Q1 2017. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Conning Inc reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
Conning Inc sold 1,895 Apollo Global Management shares in Q2 2026, an estimated $211K.
Conning Inc first reported a position in Apollo Global Management in Q3 2014 and held it in 20 quarters.
Conning Inc's Apollo Global Management position peaked at $633K in Q1 2017.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Conning Inc's 13F filing for Q2 2026, filed 30 Jul 2026.