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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
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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dorsey & Whitney Trust's APO Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its Apollo Global Management (APO) stake by 9.6% in Q1 2026, selling an estimated $56.5K and leaving 4,300 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #452.

Dorsey & Whitney Trust first reported a position in APO in Q3 2023 and has held it in 11 quarters since. The position peaked at $720K in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Dorsey & Whitney Trust held 4,300 shares of Apollo Global Management worth $479K as of Q1 2026.
  • Dorsey & Whitney Trust sold 456 Apollo Global Management shares in Q1 2026, an estimated $56.5K.
  • Apollo Global Management made up 0.03% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #452 holding.
  • Dorsey & Whitney Trust first reported a position in Apollo Global Management in Q3 2023 and has held it in 11 quarters since.
  • Dorsey & Whitney Trust's Apollo Global Management position peaked at $720K in Q2 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.