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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Liontrust Investment Partners's APO Position: Q1 2026 in Review

Liontrust Investment Partners reduced its Apollo Global Management (APO) stake by 16% in Q1 2026, selling an estimated $2.28M and leaving 97,603 shares worth $10.9M. The position accounts for 0.19% of the portfolio, ranked #88.

Liontrust Investment Partners first reported a position in APO in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.8M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Liontrust Investment Partners held 97,603 shares of Apollo Global Management worth $10.9M as of Q1 2026.
Liontrust Investment Partners sold 18,388 Apollo Global Management shares in Q1 2026, an estimated $2.28M.
Apollo Global Management made up 0.19% of Liontrust Investment Partners's portfolio in Q1 2026, its #88 holding.
Liontrust Investment Partners first reported a position in Apollo Global Management in Q1 2025 and has held it in 5 quarters since.
Liontrust Investment Partners's Apollo Global Management position peaked at $16.8M in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.