MAI Capital Management’s Apollo Global Management APO Stock Holding History

MAI Capital Management’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	–	Hold	0	–	-$709K	–	5019
2025 Q4	–	Hold	0	–	–	–	853
2025 Q3	–	Hold	0	–	–	–	578
2025 Q2	–	Hold	0	–	–	–	510
2025 Q1	–	Hold	0	–	–	–	608
2024 Q4	–	Sell	-7,800	Closed	-$1.24M	–	575
2024 Q3	$974K	Hold	7,800	–	–	0.01%	574
2024 Q2	$921K	Buy	7,800 +1,000	+15%	+$113K	0.01%	626
2024 Q1	$765K	Buy	+6,800	New	+$718K	0.01%	666

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

MAI Capital Management's APO Position: Q2 2026 in Review

MAI Capital Management increased its Apollo Global Management (APO) stake by 3.6% in Q2 2026, buying an estimated $567K and bringing the position to 130,206 shares worth $15.4M. The position accounts for 0.06% of the portfolio, ranked #260.

MAI Capital Management first reported a position in APO in Q1 2022 and has held it in 16 quarters since. The position peaked at $16.7M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

MAI Capital Management held 130,206 shares of Apollo Global Management worth $15.4M as of Q2 2026.
MAI Capital Management bought 4,511 Apollo Global Management shares in Q2 2026, an estimated $567K.
Apollo Global Management made up 0.06% of MAI Capital Management's portfolio in Q2 2026, its #260 holding.
MAI Capital Management first reported a position in Apollo Global Management in Q1 2022 and has held it in 16 quarters since.
MAI Capital Management's Apollo Global Management position peaked at $16.7M in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.