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Greenleaf Trust’s Apollo Global Management APO Stock Holding History

Greenleaf 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 		$478K Buy
4,039
+1,399
+53% +$176K ﹤0.01% 527
2026
Q1 		$294K Sell
2,640
-968
-27% -$120K ﹤0.01% 659
2025
Q4 		$522K Buy
3,608
+341
+10% +$45.3K ﹤0.01% 487
2025
Q3 		$435K Buy
3,267
+381
+13% +$53.9K ﹤0.01% 531
2025
Q2 		$409K Buy
2,886
+468
+19% +$62.1K ﹤0.01% 543
2025
Q1 		$331K Buy
2,418
+304
+14% +$46.7K ﹤0.01% 615
2024
Q4 		$349K Buy
2,114
+228
+12% +$36.1K ﹤0.01% 606
2024
Q3 		$236K Buy
1,886
+24
+1% +$2.77K ﹤0.01% 745
2024
Q2 		$220K Buy
1,862
+22
+1% +$2.5K ﹤0.01% 729
2024
Q1 		$207K Buy
+1,840
New +$194K ﹤0.01% 735

Other funds holding APO

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Greenleaf Trust's APO Position: Q2 2026 in Review

Greenleaf Trust increased its Apollo Global Management (APO) stake by 53% in Q2 2026, buying an estimated $176K and bringing the position to 4,039 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Greenleaf Trust first reported a position in APO in Q1 2024 and has held it in 10 quarters since. The position peaked at $522K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Greenleaf Trust held 4,039 shares of Apollo Global Management worth $478K as of Q2 2026.
  • Greenleaf Trust bought 1,399 Apollo Global Management shares in Q2 2026, an estimated $176K.
  • Apollo Global Management made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #527 holding.
  • Greenleaf Trust first reported a position in Apollo Global Management in Q1 2024 and has held it in 10 quarters since.
  • Greenleaf Trust's Apollo Global Management position peaked at $522K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.