Kovitz Investment Group Partners
APO icon

Kovitz Investment Group Partners’s Apollo Global Management APO Stock Holding History

Kovitz Investment Group 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 		$2.94M Buy
24,837
+15
+0.1% +$1.89K 0.07% 178
2026
Q1 		$2.77M Buy
24,822
+1,941
+8% +$241K 0.06% 193
2025
Q4 		$3.31M Sell
22,881
-1,273,976
-98% -$169M 0.07% 178
2025
Q3 		$173M Buy
1,296,857
+47,808
+4% +$6.77M 0.67% 35
2025
Q2 		$177M Buy
1,249,049
+74,336
+6% +$9.86M 0.76% 29
2025
Q1 		$161M Buy
1,174,713
+107,025
+10% +$16.5M 0.81% 30
2024
Q4 		$176M Buy
1,067,688
+1,035,885
+3,257% +$164M 0.86% 27
2024
Q3 		$3.83M Buy
+31,803
New +$3.67M 0.03% 383
2021
Q4 		– Sell
-55,444
Closed -$3.42M – 405
2021
Q3 		$3.42M Buy
55,444
+11,900
+27% +$715K 0.07% 185
2021
Q2 		$2.71M Buy
43,544
+914
+2% +$50.7K 0.05% 212
2021
Q1 		$2M Buy
+42,630
New +$2.07M 0.05% 215

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

Kovitz Investment Group Partners's APO Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Apollo Global Management (APO) stake by 0.06% in Q2 2026, buying an estimated $1.89K and bringing the position to 24,837 shares worth $2.94M. The position accounts for 0.07% of the portfolio, ranked #178.

Kovitz Investment Group Partners first reported a position in APO in Q1 2021 and has held it in 11 quarters since. The position peaked at $177M in Q2 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Kovitz Investment Group Partners held 24,837 shares of Apollo Global Management worth $2.94M as of Q2 2026.
  • Kovitz Investment Group Partners bought 15 Apollo Global Management shares in Q2 2026, an estimated $1.89K.
  • Apollo Global Management made up 0.07% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #178 holding.
  • Kovitz Investment Group Partners first reported a position in Apollo Global Management in Q1 2021 and has held it in 11 quarters since.
  • Kovitz Investment Group Partners's Apollo Global Management position peaked at $177M in Q2 2025.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.