Dorsey & Whitney Trust’s Apollo Global Management APO Stock Holding History

Dorsey & Whitney 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	$558K	Buy	4,714 +414	+10%	+$52.1K	0.03%	434
2026 Q1	$479K	Sell	4,300 -456	-10%	-$56.5K	0.03%	452
2025 Q4	$688K	Buy	4,756 +279	+6%	+$37.1K	0.04%	359
2025 Q3	$597K	Sell	4,477 -601	-12%	-$85.1K	0.03%	380
2025 Q2	$720K	Sell	5,078 -175	-3%	-$23.2K	0.04%	341
2025 Q1	$719K	Buy	5,253 +2,699	+106%	+$415K	0.04%	326
2024 Q4	$422K	Buy	2,554 +162	+7%	+$25.7K	0.02%	430
2024 Q3	$299K	Buy	2,392 +15	+0.6%	+$1.73K	0.02%	519
2024 Q2	$281K	Hold	2,377	–	–	0.02%	491
2024 Q1	$267K	Hold	2,377	–	–	0.02%	520
2023 Q4	$222K	Hold	2,377	–	–	0.02%	546
2023 Q3	$213K	Buy	+2,377	New	+$200K	0.02%	530

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

Dorsey & Whitney Trust's APO Position: Q2 2026 in Review

Dorsey & Whitney Trust increased its Apollo Global Management (APO) stake by 9.6% in Q2 2026, buying an estimated $52.1K and bringing the position to 4,714 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #434.

Dorsey & Whitney Trust first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $720K in Q2 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Dorsey & Whitney Trust held 4,714 shares of Apollo Global Management worth $558K as of Q2 2026.
Dorsey & Whitney Trust bought 414 Apollo Global Management shares in Q2 2026, an estimated $52.1K.
Apollo Global Management made up 0.03% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #434 holding.
Dorsey & Whitney Trust first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
Dorsey & Whitney Trust's Apollo Global Management position peaked at $720K in Q2 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.