Horizon Investments’s Apollo Global Management APO Stock Holding History

Horizon Investments’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	$4.28M	Sell	36,147 -21,595	-37%	-$2.72M	0.05%	327
2026 Q1	$6.43M	Buy	57,742 +35,392	+158%	+$4.39M	0.07%	239
2025 Q4	$3.24M	Buy	22,350 +295	+1%	+$39.2K	0.04%	346
2025 Q3	$2.94M	Buy	22,055 +1,635	+8%	+$231K	0.04%	354
2025 Q2	$2.9M	Buy	20,420 +1,569	+8%	+$208K	0.05%	298
2025 Q1	$2.58M	Buy	18,851 +6,757	+56%	+$1.04M	0.08%	166
2024 Q4	$2M	Buy	+12,094	New	+$1.92M	0.06%	187
2014 Q4	–	Sell	-15,818	Closed	-$377K	–	118
2014 Q3	$377K	Buy	+15,818	New	+$396K	0.04%	63

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 $3.38T AUM 44.17% 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

Horizon Investments's APO Position: Q2 2026 in Review

Horizon Investments reduced its Apollo Global Management (APO) stake by 37% in Q2 2026, selling an estimated $2.72M and leaving 36,147 shares worth $4.28M. The position accounts for 0.05% of the portfolio, ranked #327.

Horizon Investments first reported a position in APO in Q3 2014 and has held it in 8 quarters since. The position peaked at $6.43M in Q1 2026. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Horizon Investments held 36,147 shares of Apollo Global Management worth $4.28M as of Q2 2026.
Horizon Investments sold 21,595 Apollo Global Management shares in Q2 2026, an estimated $2.72M.
Apollo Global Management made up 0.05% of Horizon Investments's portfolio in Q2 2026, its #327 holding.
Horizon Investments first reported a position in Apollo Global Management in Q3 2014 and has held it in 8 quarters since.
Horizon Investments's Apollo Global Management position peaked at $6.43M in Q1 2026.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.