Harfst & Associates’s Apollo Global Management APO Stock Holding History

Harfst & Associates’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	$301K	Sell	2,542 -2,586	-50%	-$325K	0.05%	103
2026 Q1	$571K	Sell	5,128 -6,552	-56%	-$812K	0.1%	95
2025 Q4	$1.69M	Buy	11,680 +254	+2%	+$33.7K	0.3%	62
2025 Q3	$1.52M	Buy	11,426 +214	+2%	+$30.3K	0.28%	69
2025 Q2	$1.59M	Buy	11,212 +5,772	+106%	+$765K	0.33%	64
2025 Q1	$745K	Buy	+5,440	New	+$837K	0.17%	67

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Harfst & Associates's APO Position: Q2 2026 in Review

Harfst & Associates reduced its Apollo Global Management (APO) stake by 50% in Q2 2026, selling an estimated $325K and leaving 2,542 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #103.

Harfst & Associates first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.69M in Q4 2025. 1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Harfst & Associates held 2,542 shares of Apollo Global Management worth $301K as of Q2 2026.
Harfst & Associates sold 2,586 Apollo Global Management shares in Q2 2026, an estimated $325K.
Apollo Global Management made up 0.05% of Harfst & Associates's portfolio in Q2 2026, its #103 holding.
Harfst & Associates first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
Harfst & Associates's Apollo Global Management position peaked at $1.69M in Q4 2025.
1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.