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Diversified Trust’s Apollo Global Management APO Stock Holding History

Diversified Trust’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 		$6.01M Sell
50,826
-3,818
-7% -$480K 0.1% 118
2026
Q1 		$6.09M Buy
54,644
+12,135
+29% +$1.5M 0.11% 103
2025
Q4 		$6.15M Buy
42,509
+271
+0.6% +$36K 0.11% 102
2025
Q3 		$5.63M Buy
42,238
+40,702
+2,650% +$5.76M 0.11% 101
2025
Q2 		$218K Sell
1,536
-92
-6% -$12.2K ﹤0.01% 848
2025
Q1 		$223K Buy
1,628
+46
+3% +$7.07K 0.01% 823
2024
Q4 		$261K Buy
+1,582
New +$251K 0.01% 779
2024
Q3 		– Sell
-14,347
Closed -$1.69M – 913
2024
Q2 		$1.69M Sell
14,347
-1,043
-7% -$118K 0.05% 231
2024
Q1 		$1.73M Buy
+15,390
New +$1.62M 0.05% 214
2023
Q4 		– Sell
-4,291
Closed -$385K – 881
2023
Q3 		$385K Buy
+4,291
New +$361K 0.01% 541
2023
Q2 		– Sell
-3,382
Closed -$214K – 832
2023
Q1 		$214K Sell
3,382
-121
-3% -$8.1K 0.01% 730
2022
Q4 		$223K Buy
+3,503
New +$208K 0.01% 697

Other funds holding APO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Diversified Trust's APO Position: Q2 2026 in Review

Diversified Trust reduced its Apollo Global Management (APO) stake by 7% in Q2 2026, selling an estimated $480K and leaving 50,826 shares worth $6.01M. The position accounts for 0.1% of the portfolio, ranked #118.

Diversified Trust first reported a position in APO in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.15M in Q4 2025. 152 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Diversified Trust held 50,826 shares of Apollo Global Management worth $6.01M as of Q2 2026.
  • Diversified Trust sold 3,818 Apollo Global Management shares in Q2 2026, an estimated $480K.
  • Apollo Global Management made up 0.1% of Diversified Trust's portfolio in Q2 2026, its #118 holding.
  • Diversified Trust first reported a position in Apollo Global Management in Q4 2022 and has held it in 12 quarters since.
  • Diversified Trust's Apollo Global Management position peaked at $6.15M in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.