Envestnet Asset Management’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $105M | Buy |
884,185
+304,130
| +52% | +$38.2M | 0.02% | 555 |
|
|
2026
Q1 | $64.6M | Buy |
580,055
+58,411
| +11% | +$7.24M | 0.02% | 698 |
|
|
2025
Q4 | $75.5M | Buy |
521,644
+27,071
| +5% | +$3.6M | 0.02% | 579 |
|
|
2025
Q3 | $65.9M | Buy |
494,573
+25,768
| +5% | +$3.65M | 0.02% | 657 |
|
|
2025
Q2 | $66.5M | Sell |
468,805
-64,917
| -12% | -$8.61M | 0.02% | 658 |
|
|
2025
Q1 | $73.1M | Buy |
533,722
+36,615
| +7% | +$5.63M | 0.02% | 568 |
|
|
2024
Q4 | $82.1M | Buy |
497,107
+2,526
| +0.5% | +$400K | 0.03% | 531 |
|
|
2024
Q3 | $61.8M | Buy |
494,581
+70,745
| +17% | +$8.17M | 0.02% | 630 |
|
|
2024
Q2 | $50M | Buy |
423,836
+13,935
| +3% | +$1.58M | 0.02% | 665 |
|
|
2024
Q1 | $46.1M | Sell |
409,901
-1,733
| -0.4% | -$183K | 0.02% | 701 |
|
|
2023
Q4 | $38.4M | Sell |
411,634
-9,267
| -2% | -$818K | 0.02% | 721 |
|
|
2023
Q3 | $37.8M | Buy |
420,901
+127,722
| +44% | +$10.7M | 0.02% | 670 |
|
|
2023
Q2 | $22.5M | Sell |
293,179
-6,122
| -2% | -$409K | 0.01% | 870 |
|
|
2023
Q1 | $18.9M | Sell |
299,301
-59,221
| -17% | -$3.97M | 0.01% | 914 |
|
|
2022
Q4 | $22.9M | Buy |
358,522
+29,010
| +9% | +$1.72M | 0.01% | 791 |
|
|
2022
Q3 | $15.3M | Buy |
329,512
+1,668
| +0.5% | +$91.6K | 0.01% | 918 |
|
|
2022
Q2 | $15.9M | Buy |
327,844
+17,999
| +6% | +$979K | 0.01% | 900 |
|
|
2022
Q1 | $19.2M | Buy |
+309,845
| New | +$20.4M | 0.01% | 866 |
|
|
2021
Q4 | – | Sell |
-245,752
| Closed | -$15.1M | – | 3869 |
|
|
2021
Q3 | $15.1M | Buy |
245,752
+46,125
| +23% | +$2.77M | 0.01% | 930 |
|
|
2021
Q2 | $12.4M | Buy |
199,627
+25,401
| +15% | +$1.41M | 0.01% | 1005 |
|
|
2021
Q1 | $8.19M | Sell |
174,226
-8,283
| -5% | -$403K | 0.01% | 1163 |
|
|
2020
Q4 | $8.94M | Buy |
182,509
+42,637
| +30% | +$1.9M | 0.01% | 963 |
|
|
2020
Q3 | $6.26M | Buy |
139,872
+22,121
| +19% | +$1.06M | 0.01% | 1040 |
|
|
2020
Q2 | $5.88M | Buy |
117,751
+23,987
| +26% | +$1.05M | 0.01% | 1049 |
|
|
2020
Q1 | $3.14M | Buy |
93,764
+19,311
| +26% | +$829K | ﹤0.01% | 1215 |
|
|
2019
Q4 | $3.55M | Buy |
74,453
+53,684
| +258% | +$2.29M | ﹤0.01% | 1307 |
|
|
2019
Q3 | $785K | Buy |
+20,769
| New | +$756K | ﹤0.01% | 2107 |
|
|
2017
Q2 | – | Sell |
-1,591
| Closed | -$39K | – | 3046 |
|
|
2017
Q1 | $39K | Buy |
+1,591
| New | +$35.5K | ﹤0.01% | 2493 |
|
|
2014
Q4 | – | Sell |
-143
| Closed | -$3K | – | 2491 |
|
|
2014
Q3 | $3K | Buy |
+143
| New | +$3.58K | ﹤0.01% | 2405 |
|
|
2014
Q2 | – | Sell |
-2,140
| Closed | -$68K | – | 2703 |
|
|
2014
Q1 | $68K | Sell |
2,140
-321
| -13% | -$10.5K | ﹤0.01% | 1257 |
|
|
2013
Q4 | $78K | Buy |
2,461
+694
| +39% | +$21.5K | ﹤0.01% | 1097 |
|
|
2013
Q3 | $50K | Buy |
1,767
+593
| +51% | +$15.9K | ﹤0.01% | 1188 |
|
|
2013
Q2 | $28K | Buy |
+1,174
| New | +$29K | ﹤0.01% | 1331 |
|
Other funds holding APO
NPT
Envestnet Asset Management's APO Position: Q2 2026 in Review
Envestnet Asset Management increased its Apollo Global Management (APO) stake by 52% in Q2 2026, buying an estimated $38.2M and bringing the position to 884,185 shares worth $105M. The position accounts for 0.02% of the portfolio, ranked #555.
Envestnet Asset Management first reported a position in APO in Q2 2013 and has held it in 33 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.
- Envestnet Asset Management held 884,185 shares of Apollo Global Management worth $105M as of Q2 2026.
- Envestnet Asset Management bought 304,130 Apollo Global Management shares in Q2 2026, an estimated $38.2M.
- Apollo Global Management made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #555 holding.
- Envestnet Asset Management first reported a position in Apollo Global Management in Q2 2013 and has held it in 33 quarters since.
- 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.