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Evergreen Capital Management’s Apollo Global Management APO Stock Holding History

Evergreen Capital Management’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 		$786K Sell
6,640
-3,273
-33% -$412K 0.01% 654
2026
Q1 		$1.1M Buy
9,913
+6,085
+159% +$754K 0.02% 463
2025
Q4 		$554K Buy
3,828
+490
+15% +$65.1K 0.01% 685
2025
Q3 		$445K Buy
3,338
+638
+24% +$90.3K 0.01% 720
2025
Q2 		$383K Sell
2,700
-711
-21% -$94.3K 0.01% 679
2025
Q1 		$467K Buy
3,411
+484
+17% +$74.4K 0.02% 536
2024
Q4 		$483K Sell
2,927
-573
-16% -$90.8K 0.02% 520
2024
Q3 		$437K Sell
3,500
-70
-2% -$8.08K 0.01% 558
2024
Q2 		$422K Sell
3,570
-113
-3% -$12.8K 0.02% 518
2024
Q1 		$414K Sell
3,683
-431
-10% -$45.5K 0.02% 501
2023
Q4 		$383K Hold
4,114
– – 0.02% 503
2023
Q3 		$369K Buy
4,114
+109
+3% +$9.16K 0.02% 486
2023
Q2 		$308K Buy
4,005
+632
+19% +$42.3K 0.01% 539
2023
Q1 		$213K Buy
3,373
+37
+1% +$2.48K 0.01% 635
2022
Q4 		$213K Buy
+3,336
New +$198K 0.01% 594
2022
Q2 		– Sell
-3,457
Closed -$214K – 571
2022
Q1 		$214K Buy
+3,457
New +$227K 0.01% 591

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Evergreen Capital Management's APO Position: Q2 2026 in Review

Evergreen Capital Management reduced its Apollo Global Management (APO) stake by 33% in Q2 2026, selling an estimated $412K and leaving 6,640 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #654.

Evergreen Capital Management first reported a position in APO in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q1 2026. 631 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Evergreen Capital Management held 6,640 shares of Apollo Global Management worth $786K as of Q2 2026.
  • Evergreen Capital Management sold 3,273 Apollo Global Management shares in Q2 2026, an estimated $412K.
  • Apollo Global Management made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #654 holding.
  • Evergreen Capital Management first reported a position in Apollo Global Management in Q1 2022 and has held it in 16 quarters since.
  • Evergreen Capital Management's Apollo Global Management position peaked at $1.1M in Q1 2026.
  • 631 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.