Cresset Asset Management’s Apollo Global Management APO Stock Holding History

Cresset Asset Management’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	$2.26M	Buy	19,123 +3,824	+25%	+$481K	0.01%	627
2026 Q1	$1.7M	Buy	15,299 +1,955	+15%	+$242K	0.01%	601
2025 Q4	$1.93M	Buy	13,344 +5,599	+72%	+$744K	0.01%	580
2025 Q3	$1.03M	Buy	7,745 +620	+9%	+$87.8K	﹤0.01%	737
2025 Q2	$1.01M	Sell	7,125 -5,602	-44%	-$743K	0.01%	686
2025 Q1	$1.74M	Buy	12,727 +348	+3%	+$53.5K	0.01%	580
2024 Q4	$2.04M	Sell	12,379 -5,945	-32%	-$942K	0.01%	551
2024 Q3	$2.29M	Buy	18,324 +3,142	+21%	+$363K	0.01%	744
2024 Q2	$1.79M	Buy	15,182 +1,632	+12%	+$185K	0.01%	769
2024 Q1	$1.52M	Sell	13,550 -1,522	-10%	-$161K	0.01%	786
2023 Q4	$1.4M	Sell	15,072 -816	-5%	-$72K	0.01%	739
2023 Q3	$1.43M	Buy	15,888 +607	+4%	+$51K	0.01%	683
2023 Q2	$1.17M	Buy	15,281 +4,667	+44%	+$312K	﹤0.01%	863
2023 Q1	$670K	Sell	10,614 -353	-3%	-$23.6K	0.01%	418
2022 Q4	$700K	Buy	10,967 +672	+7%	+$39.9K	0.01%	373
2022 Q3	$479K	Sell	10,295 -1,519	-13%	-$83.4K	0.01%	524
2022 Q2	$573K	Sell	11,814 -5,109	-30%	-$278K	0.01%	514
2022 Q1	$1.05M	Buy	+16,923	New	+$1.11M	0.01%	395
2021 Q4	–	Sell	-9,642	Closed	-$594K	–	1130
2021 Q3	$594K	Hold	9,642	–	–	0.01%	555
2021 Q2	$600K	Buy	9,642 +5,380	+126%	+$298K	0.01%	503
2021 Q1	$200K	Buy	+4,262	New	+$207K	﹤0.01%	870
2019 Q2	–	Sell	-10,000	Closed	–	–	548
2019 Q1	$0	Buy	+10,000	New	+$284K	﹤0.01%	1978

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 $3.38T AUM 44.17% 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

Cresset Asset Management's APO Position: Q2 2026 in Review

Cresset Asset Management increased its Apollo Global Management (APO) stake by 25% in Q2 2026, buying an estimated $481K and bringing the position to 19,123 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #627.

Cresset Asset Management first reported a position in APO in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.29M in Q3 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Cresset Asset Management held 19,123 shares of Apollo Global Management worth $2.26M as of Q2 2026.
Cresset Asset Management bought 3,824 Apollo Global Management shares in Q2 2026, an estimated $481K.
Apollo Global Management made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #627 holding.
Cresset Asset Management first reported a position in Apollo Global Management in Q1 2019 and has held it in 22 quarters since.
Cresset Asset Management's Apollo Global Management position peaked at $2.29M in Q3 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.