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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Conning Inc's APO Position: Q1 2026 in Review

Conning Inc reduced its Apollo Global Management (APO) stake by 14% in Q1 2026, selling an estimated $36.8K and leaving 1,895 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #301.

Conning Inc first reported a position in APO in Q3 2014 and has held it in 20 quarters since. The position peaked at $633K in Q1 2017. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Conning Inc held 1,895 shares of Apollo Global Management worth $211K as of Q1 2026.
Conning Inc sold 297 Apollo Global Management shares in Q1 2026, an estimated $36.8K.
Apollo Global Management made up 0.01% of Conning Inc's portfolio in Q1 2026, its #301 holding.
Conning Inc first reported a position in Apollo Global Management in Q3 2014 and has held it in 20 quarters since.
Conning Inc's Apollo Global Management position peaked at $633K in Q1 2017.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Conning Inc's 13F filing for Q1 2026, filed 30 Apr 2026.