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Edmond de Rothschild Holding’s Apollo Global Management APO Stock Holding History

Edmond de Rothschild Holding’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 		$1.32M Sell
11,858
-1,575
-12% -$195K 0.02% 263
2025
Q4 		$1.94M Sell
13,433
-71
-0.5% -$9.43K 0.03% 242
2025
Q3 		$1.8M Sell
13,504
-839
-6% -$119K 0.03% 251
2025
Q2 		$2.03M Buy
14,343
+39
+0.3% +$5.17K 0.03% 227
2025
Q1 		$1.96M Buy
14,304
+457
+3% +$70.3K 0.03% 224
2024
Q4 		$2.29M Sell
13,847
-1,353
-9% -$214K 0.04% 210
2024
Q3 		$1.9M Sell
15,200
-10
-0.1% -$1.15K 0.03% 225
2024
Q2 		$1.8M Buy
15,210
+985
+7% +$112K 0.03% 220
2024
Q1 		$1.6M Hold
14,225
– – 0.03% 265
2023
Q4 		$1.33M Buy
14,225
+1,225
+9% +$108K 0.02% 283
2023
Q3 		$1.17M Hold
13,000
– – 0.02% 299
2023
Q2 		$999K Hold
13,000
– – 0.02% 326
2023
Q1 		$821K Buy
13,000
+251
+2% +$16.8K 0.02% 345
2022
Q4 		$813K Hold
12,749
– – 0.02% 337
2022
Q3 		$593K Buy
12,749
+900
+8% +$49.4K 0.02% 358
2022
Q2 		$574K Buy
+11,849
New +$645K 0.01% 378
2022
Q1 		– Sell
-549
Closed -$40K – 812
2021
Q4 		$40K Buy
+549
New +$39.6K ﹤0.01% 721
2016
Q3 		– Sell
-26,427
Closed -$400K – 846
2016
Q2 		$400K Hold
26,427
– – 0.01% 410
2016
Q1 		$452K Buy
+26,427
New +$396K 0.01% 377

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

Edmond de Rothschild Holding's APO Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its Apollo Global Management (APO) stake by 12% in Q1 2026, selling an estimated $195K and leaving 11,858 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #263.

Edmond de Rothschild Holding first reported a position in APO in Q1 2016 and has held it in 19 quarters since. The position peaked at $2.29M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Edmond de Rothschild Holding held 11,858 shares of Apollo Global Management worth $1.32M as of Q1 2026.
  • Edmond de Rothschild Holding sold 1,575 Apollo Global Management shares in Q1 2026, an estimated $195K.
  • Apollo Global Management made up 0.02% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #263 holding.
  • Edmond de Rothschild Holding first reported a position in Apollo Global Management in Q1 2016 and has held it in 19 quarters since.
  • Edmond de Rothschild Holding's Apollo Global Management position peaked at $2.29M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.