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Equitable Trust’s Apollo Global Management APO Stock Holding History

Equitable Trust’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
Q3 		$2.66M Buy
22,946
+5,312
+30% +$674K 0.11% 136
2026
Q2 		$2.09M Buy
17,634
+2,001
+13% +$252K 0.09% 163
2026
Q1 		$1.74M Buy
15,633
+3,505
+29% +$434K 0.08% 165
2025
Q4 		$1.76M Sell
12,128
-703
-5% -$93.4K 0.08% 167
2025
Q3 		$1.71M Buy
+12,831
New +$1.82M 0.08% 168

Other funds holding APO

Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Equitable Trust's APO Position: Q3 2026 in Review

Equitable Trust increased its Apollo Global Management (APO) stake by 30% in Q3 2026, buying an estimated $674K and bringing the position to 22,946 shares worth $2.66M. The position accounts for 0.11% of the portfolio, ranked #136.

Equitable Trust first reported a position in APO in Q3 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Equitable Trust held 22,946 shares of Apollo Global Management worth $2.66M as of Q3 2026.
  • Equitable Trust bought 5,312 Apollo Global Management shares in Q3 2026, an estimated $674K.
  • Apollo Global Management made up 0.11% of Equitable Trust's portfolio in Q3 2026, its #136 holding.
  • Equitable Trust first reported a position in Apollo Global Management in Q3 2025 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.