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Halbert Hargrove Global Advisors’s Apollo Global Management APO Stock Holding History

Halbert Hargrove Global Advisors’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 		$212 Buy
+2
New +$251 ﹤0.01% 648
2025
Q4 		– Sell
-20
Closed -$2.67K – 388
2025
Q3 		$2.67K Buy
+20
New +$2.83K ﹤0.01% 512

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

Halbert Hargrove Global Advisors's APO Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Apollo Global Management (APO) in Q2 2026: 2 shares worth $212. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in APO as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in APO in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.67K in Q3 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2 shares of Apollo Global Management worth $212 as of Q2 2026.
  • Apollo Global Management was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Apollo Global Management made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #648 holding.
  • Halbert Hargrove Global Advisors first reported a position in Apollo Global Management in Q3 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Apollo Global Management position peaked at $2.67K in Q3 2025.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.