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Ethic Inc’s Apollo Global Management APO Stock Holding History

Ethic Inc’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 		$5.24M Buy
44,292
+1,507
+4% +$190K 0.07% 298
2026
Q1 		$4.77M Sell
42,785
-6,101
-12% -$756K 0.07% 267
2025
Q4 		$7.08M Sell
48,886
-641
-1% -$85.1K 0.11% 188
2025
Q3 		$6.6M Sell
49,527
-6,435
-11% -$911K 0.11% 184
2025
Q2 		$8M Buy
55,962
+4,230
+8% +$561K 0.14% 152
2025
Q1 		$7.16M Buy
51,732
+8,638
+20% +$1.33M 0.15% 156
2024
Q4 		$7.12M Buy
43,094
+2,660
+7% +$421K 0.14% 148
2024
Q3 		$4.55M Buy
40,434
+374
+0.9% +$43.2K 0.11% 208
2024
Q2 		$4.73M Sell
40,060
-374
-0.9% -$42.4K 0.11% 200
2024
Q1 		$4.55M Buy
40,434
+13,930
+53% +$1.47M 0.11% 208
2023
Q4 		$2.47M Buy
26,504
+2,106
+9% +$186K 0.07% 316
2023
Q3 		$2.19M Buy
24,398
+4,432
+22% +$373K 0.08% 300
2023
Q2 		$1.53M Buy
19,966
+2,143
+12% +$143K 0.06% 360
2023
Q1 		$1.13M Buy
17,823
+13,151
+281% +$881K 0.05% 422
2022
Q4 		$298K Sell
4,672
-112
-2% -$6.65K 0.02% 720
2022
Q3 		$222K Buy
+4,784
New +$263K 0.02% 720

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

Ethic Inc's APO Position: Q2 2026 in Review

Ethic Inc increased its Apollo Global Management (APO) stake by 3.5% in Q2 2026, buying an estimated $190K and bringing the position to 44,292 shares worth $5.24M. The position accounts for 0.07% of the portfolio, ranked #298.

Ethic Inc first reported a position in APO in Q3 2022 and has held it in 16 quarters since. The position peaked at $8M in Q2 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Ethic Inc held 44,292 shares of Apollo Global Management worth $5.24M as of Q2 2026.
  • Ethic Inc bought 1,507 Apollo Global Management shares in Q2 2026, an estimated $190K.
  • Apollo Global Management made up 0.07% of Ethic Inc's portfolio in Q2 2026, its #298 holding.
  • Ethic Inc first reported a position in Apollo Global Management in Q3 2022 and has held it in 16 quarters since.
  • Ethic Inc's Apollo Global Management position peaked at $8M in Q2 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.