ET
APO icon

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
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

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

Equitable Trust's APO Position: Q2 2026 in Review

Equitable Trust increased its Apollo Global Management (APO) stake by 13% in Q2 2026, buying an estimated $252K and bringing the position to 17,634 shares worth $2.09M. The position accounts for 0.09% of the portfolio, ranked #163.

Equitable Trust first reported a position in APO in Q3 2025 and has held it in 4 quarters since. 1,179 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Equitable Trust held 17,634 shares of Apollo Global Management worth $2.09M as of Q2 2026.
  • Equitable Trust bought 2,001 Apollo Global Management shares in Q2 2026, an estimated $252K.
  • Apollo Global Management made up 0.09% of Equitable Trust's portfolio in Q2 2026, its #163 holding.
  • Equitable Trust first reported a position in Apollo Global Management in Q3 2025 and has held it in 4 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.