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Empowered Funds’s Apollo Global Management APO Stock Holding History

Empowered Funds’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 		$4.34M Sell
36,692
-4,119
-10% -$518K 0.02% 773
2026
Q1 		$4.55M Buy
40,811
+14,749
+57% +$1.83M 0.03% 682
2025
Q4 		$3.77M Buy
26,062
+2,278
+10% +$303K 0.06% 324
2025
Q3 		$3.17M Sell
23,784
-6,917
-23% -$979K 0.03% 678
2025
Q2 		$4.36M Buy
30,701
+2,672
+10% +$354K 0.05% 482
2025
Q1 		$3.84M Sell
28,029
-11,546
-29% -$1.78M 0.05% 467
2024
Q4 		$6.54M Buy
39,575
+701
+2% +$111K 0.1% 291
2024
Q3 		$4.86M Buy
38,874
+23,024
+145% +$2.66M 0.08% 371
2024
Q2 		$1.87M Sell
15,850
-35,331
-69% -$4.01M 0.03% 632
2024
Q1 		$5.76M Buy
51,181
+33,731
+193% +$3.56M 0.1% 271
2023
Q4 		$1.63M Buy
17,450
+13,953
+399% +$1.23M 0.04% 587
2023
Q3 		$314K Buy
3,497
+620
+22% +$52.1K 0.01% 1049
2023
Q2 		$221K Buy
+2,877
New +$192K 0.01% 1050
2020
Q2 		– Sell
-29,358
Closed -$1.4M – 107
2020
Q1 		$1.4M Hold
29,358
– – 0.51% 53
2019
Q4 		$1.4M Buy
+29,358
New +$1.25M 0.51% 53

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

Empowered Funds's APO Position: Q2 2026 in Review

Empowered Funds reduced its Apollo Global Management (APO) stake by 10% in Q2 2026, selling an estimated $518K and leaving 36,692 shares worth $4.34M. The position accounts for 0.02% of the portfolio, ranked #773.

Empowered Funds first reported a position in APO in Q4 2019 and has held it in 15 quarters since. The position peaked at $6.54M in Q4 2024. 1,177 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Empowered Funds held 36,692 shares of Apollo Global Management worth $4.34M as of Q2 2026.
  • Empowered Funds sold 4,119 Apollo Global Management shares in Q2 2026, an estimated $518K.
  • Apollo Global Management made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #773 holding.
  • Empowered Funds first reported a position in Apollo Global Management in Q4 2019 and has held it in 15 quarters since.
  • Empowered Funds's Apollo Global Management position peaked at $6.54M in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.