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Global Retirement Partners’s Apollo Global Management APO Stock Holding History

Global Retirement Partners’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 		$1.43M Buy
+12,053
New +$1.52M 0.02% 615
2025
Q4 		$1.48M Buy
10,198
+554
+6% +$73.6K 0.03% 531
2025
Q3 		$1.29M Sell
9,644
-544
-5% -$77K 0.03% 474
2025
Q2 		$1.45M Buy
+10,188
New +$1.35M 0.04% 409
2024
Q4 		$1.64M Buy
9,924
+90
+0.9% +$14.3K 0.05% 339
2024
Q3 		$1.23M Sell
9,834
-363
-4% -$41.9K 0.04% 392
2024
Q2 		$1.2M Buy
10,197
+1,549
+18% +$176K 0.04% 384
2024
Q1 		$973K Buy
8,648
+265
+3% +$28K 0.04% 367
2023
Q4 		$800K Buy
8,383
+1,514
+22% +$134K 0.03% 387
2023
Q3 		$604K Buy
6,869
+44
+0.6% +$3.7K 0.03% 394
2023
Q2 		$524K Sell
6,825
-968
-12% -$64.7K 0.03% 435
2023
Q1 		$475K Buy
7,793
+2,215
+40% +$148K 0.03% 442
2022
Q4 		$356K Buy
5,578
+4
+0.1% +$238 0.02% 433
2022
Q3 		$309K Sell
5,574
-156
-3% -$8.57K 0.02% 457
2022
Q2 		$278K Sell
5,730
-71
-1% -$3.86K 0.02% 482
2022
Q1 		$311K Buy
+5,801
New +$382K 0.02% 459
2021
Q4 		– Sell
-5,207
Closed -$321K – 330
2021
Q3 		$321K Buy
5,207
+190
+4% +$11.4K 0.03% 377
2021
Q2 		$312K Buy
5,017
+514
+11% +$28.5K 0.03% 377
2021
Q1 		$212K Buy
4,503
+103
+2% +$5.01K 0.02% 403
2020
Q4 		$216K Buy
4,400
+624
+17% +$27.9K 0.03% 387
2020
Q3 		$169K Buy
3,776
+1,944
+106% +$93.5K 0.02% 389
2020
Q2 		$91K Buy
1,832
+514
+39% +$22.6K 0.01% 507
2020
Q1 		$44K Buy
1,318
+61
+5% +$2.62K 0.01% 596
2019
Q4 		$60K Buy
+1,257
New +$53.6K 0.01% 600
2018
Q1 		– Sell
-1,440
Closed -$48K – 1478
2017
Q4 		$48K Hold
1,440
– – 0.01% 500
2017
Q3 		$29K Hold
1,440
– – 0.01% 545
2017
Q2 		$29K Hold
1,440
– – 0.01% 508
2017
Q1 		$29K Buy
+1,440
New +$32.1K 0.02% 467

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

Global Retirement Partners's APO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Apollo Global Management (APO) in Q2 2026: 12,053 shares worth $1.43M. The stake represents 0.02% of the portfolio and ranks #615 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in APO as recently as Q4 2025.

Global Retirement Partners first reported a position in APO in Q1 2017 and has held it in 28 quarters since. The position peaked at $1.64M in Q4 2024. 1,177 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Global Retirement Partners held 12,053 shares of Apollo Global Management worth $1.43M as of Q2 2026.
  • Apollo Global Management was a new Global Retirement Partners position in Q2 2026.
  • Apollo Global Management made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #615 holding.
  • Global Retirement Partners first reported a position in Apollo Global Management in Q1 2017 and has held it in 28 quarters since.
  • Global Retirement Partners's Apollo Global Management position peaked at $1.64M in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.