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Edgestream Partners’s Apollo Global Management APO Stock Holding History

Edgestream Partners’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 		$390K Buy
+3,296
New +$414K 0.01% 832
2024
Q2 		– Sell
-8,852
Closed -$995K – 831
2024
Q1 		$995K Buy
8,852
+4,003
+83% +$422K 0.05% 501
2023
Q4 		$452K Buy
+4,849
New +$428K 0.03% 634

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Edgestream Partners's APO Position: Q2 2026 in Review

Edgestream Partners opened a new position in Apollo Global Management (APO) in Q2 2026: 3,296 shares worth $390K. The stake represents 0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in APO as recently as Q1 2024.

Edgestream Partners first reported a position in APO in Q4 2023 and has held it in 3 quarters since. The position peaked at $995K in Q1 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Edgestream Partners held 3,296 shares of Apollo Global Management worth $390K as of Q2 2026.
  • Apollo Global Management was a new Edgestream Partners position in Q2 2026.
  • Apollo Global Management made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #832 holding.
  • Edgestream Partners first reported a position in Apollo Global Management in Q4 2023 and has held it in 3 quarters since.
  • Edgestream Partners's Apollo Global Management position peaked at $995K in Q1 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.