Liontrust Investment Partners’s Apollo Global Management APO Stock Holding History

Liontrust Investment 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	$9.7M	Sell	81,976 -15,627	-16%	-$1.97M	0.14%	93
2026 Q1	$10.9M	Sell	97,603 -18,388	-16%	-$2.28M	0.19%	88
2025 Q4	$16.8M	Sell	115,991 -965	-0.8%	-$128K	0.25%	80
2025 Q3	$15.6M	Buy	116,956 +45,948	+65%	+$6.51M	0.23%	80
2025 Q2	$10.1M	Sell	71,008 -27,068	-28%	-$3.59M	0.14%	98
2025 Q1	$13.4M	Buy	+98,076	New	+$15.1M	0.21%	85

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

Liontrust Investment Partners's APO Position: Q2 2026 in Review

Liontrust Investment Partners reduced its Apollo Global Management (APO) stake by 16% in Q2 2026, selling an estimated $1.97M and leaving 81,976 shares worth $9.7M. The position accounts for 0.14% of the portfolio, ranked #93.

Liontrust Investment Partners first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.8M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Liontrust Investment Partners held 81,976 shares of Apollo Global Management worth $9.7M as of Q2 2026.
Liontrust Investment Partners sold 15,627 Apollo Global Management shares in Q2 2026, an estimated $1.97M.
Apollo Global Management made up 0.14% of Liontrust Investment Partners's portfolio in Q2 2026, its #93 holding.
Liontrust Investment Partners first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
Liontrust Investment Partners's Apollo Global Management position peaked at $16.8M in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.