Envestnet Portfolio Solutions
APO icon

Envestnet Portfolio Solutions’s Apollo Global Management APO Stock Holding History

Envestnet Portfolio Solutions’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 		$591K Buy
4,992
+1,789
+56% +$225K ﹤0.01% 924
2026
Q1 		$357K Sell
3,203
-3,344
-51% -$414K ﹤0.01% 1036
2025
Q4 		$948K Buy
6,547
+222
+4% +$29.5K ﹤0.01% 779
2025
Q3 		$843K Sell
6,325
-2,676
-30% -$379K ﹤0.01% 800
2025
Q2 		$1.28M Sell
9,001
-1,943
-18% -$258K ﹤0.01% 707
2025
Q1 		$1.5M Sell
10,944
-4,743
-30% -$729K 0.01% 675
2024
Q4 		$2.59M Buy
15,687
+1,274
+9% +$202K 0.01% 581
2024
Q3 		$1.8M Buy
14,413
+1,068
+8% +$123K 0.01% 695
2024
Q2 		$1.58M Buy
13,345
+1,505
+13% +$171K 0.01% 709
2024
Q1 		$1.33M Buy
11,840
+2,031
+21% +$214K 0.01% 758
2023
Q4 		$914K Buy
9,809
+2,668
+37% +$236K ﹤0.01% 813
2023
Q3 		$641K Buy
+7,141
New +$600K ﹤0.01% 889

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

Envestnet Portfolio Solutions's APO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Apollo Global Management (APO) stake by 56% in Q2 2026, buying an estimated $225K and bringing the position to 4,992 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Envestnet Portfolio Solutions first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.59M in Q4 2024. 1,177 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Envestnet Portfolio Solutions held 4,992 shares of Apollo Global Management worth $591K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,789 Apollo Global Management shares in Q2 2026, an estimated $225K.
  • Apollo Global Management made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #924 holding.
  • Envestnet Portfolio Solutions first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Apollo Global Management position peaked at $2.59M in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.